Corient Private Wealth’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 | $4.2M | Buy |
85,663
+35,951
| +72% | +$1.76M | ﹤0.01% | 816 |
|
|
2025
Q1 | $1.7M | Buy |
49,712
+24,395
| +96% | +$835K | ﹤0.01% | 1029 |
|
|
2024
Q4 | $772K | Sell |
25,317
-10,983
| -30% | -$335K | ﹤0.01% | 1429 |
|
|
2024
Q3 | $1.51M | Sell |
36,300
-1,300
| -3% | -$54.1K | ﹤0.01% | 1198 |
|
|
2024
Q2 | $3.08M | Buy |
37,600
+6,860
| +22% | +$562K | 0.01% | 853 |
|
|
2024
Q1 | $3.08M | Buy |
+30,740
| New | +$3.08M | 0.01% | 842 |
|