Cornerstone 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
$765K Sell
15,614
-6,950
-31% -$341K 0.05% 318
2025
Q1
$773K Buy
22,564
+15,396
+215% +$527K 0.05% 296
2024
Q4
$218K Buy
+7,168
New +$218K 0.01% 542
2024
Q3
Sell
-2,770
Closed -$227K 582
2024
Q2
$227K Buy
+2,770
New +$227K 0.02% 496