Creative Planning’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 | $5.69M | Sell |
116,041
-10,755
| -8% | -$527K | ﹤0.01% | 718 |
|
|
2025
Q1 | $4.34M | Sell |
126,796
-28,461
| -18% | -$975K | ﹤0.01% | 764 |
|
|
2024
Q4 | $4.73M | Buy |
155,257
+64,877
| +72% | +$1.98M | ﹤0.01% | 687 |
|
|
2024
Q3 | $3.76M | Buy |
90,380
+3,550
| +4% | +$148K | ﹤0.01% | 752 |
|
|
2024
Q2 | $7.11M | Buy |
86,830
+19,480
| +29% | +$1.6M | 0.01% | 515 |
|
|
2024
Q1 | $6.8M | Buy |
67,350
+25,230
| +60% | +$2.55M | 0.01% | 520 |
|
|
2023
Q4 | $1.2M | Buy |
+42,120
| New | +$1.2M | ﹤0.01% | 1142 |
|
|
2017
Q3 | – | Sell |
-80
| Closed | – | – | 3336 |
|
|
2017
Q2 | $0 | Hold |
80
| – | – | ﹤0.01% | 4641 |
|
|
2017
Q1 | $0 | Hold |
80
| – | – | ﹤0.01% | 4661 |
|
|
2016
Q4 | $0 | Sell |
80
-2,920
| -97% | – | ﹤0.01% | 4583 |
|
|
2016
Q3 | $7K | Hold |
3,000
| – | – | ﹤0.01% | 3666 |
|
|
2016
Q2 | $7K | Sell |
3,000
-3,050
| -50% | -$7.12K | ﹤0.01% | 3420 |
|
|
2016
Q1 | $21K | Sell |
6,050
-2,950
| -33% | -$10.2K | ﹤0.01% | 2709 |
|
|
2015
Q4 | $22K | Hold |
9,000
| – | – | ﹤0.01% | 2746 |
|
|
2015
Q3 | $25K | Buy |
+9,000
| New | +$25K | ﹤0.01% | 2547 |
|
|
2015
Q2 | – | Sell |
-2,000
| Closed | -$7K | – | 2592 |
|
|
2015
Q1 | $7K | Sell |
2,000
-8,000
| -80% | -$28K | ﹤0.01% | 3348 |
|
|
2014
Q4 | $35K | Buy |
10,000
+6,000
| +150% | +$21K | ﹤0.01% | 2222 |
|
|
2014
Q3 | $12K | Buy |
+4,000
| New | +$12K | ﹤0.01% | 2808 |
|