Congress Wealth Management’s Super Micro Computer SMCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $499K | Buy |
+10,174
| New | +$499K | ﹤0.01% | 926 |
|
|
2024
Q4 | – | Sell |
-19,820
| Closed | -$825K | – | 924 |
|
|
2024
Q3 | $825K | Sell |
19,820
-4,150
| -17% | -$173K | 0.01% | 548 |
|
|
2024
Q2 | $1.96M | Buy |
23,970
+4,630
| +24% | +$379K | 0.03% | 360 |
|
|
2024
Q1 | $1.95M | Buy |
19,340
+9,190
| +91% | +$928K | 0.03% | 321 |
|
|
2023
Q4 | $289K | Buy |
+10,150
| New | +$289K | 0.01% | 536 |
|