Creative Planning’s Super Micro Computer SMCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.69M | Sell |
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|
2025
Q1 | $4.34M | Sell |
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|
2024
Q4 | $4.73M | Buy |
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|
2024
Q3 | $3.76M | Buy |
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|
2024
Q2 | $7.11M | Buy |
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|
2024
Q1 | $6.8M | Buy |
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|
2023
Q4 | $1.2M | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $0 | Hold |
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|
2017
Q1 | $0 | Hold |
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|
2016
Q4 | $0 | Sell |
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|
2016
Q3 | $7K | Hold |
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|
2016
Q2 | $7K | Sell |
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|
2016
Q1 | $21K | Sell |
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|
2015
Q4 | $22K | Hold |
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|
2015
Q3 | $25K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $7K | Sell |
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|
2014
Q4 | $35K | Buy |
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|
2014
Q3 | $12K | Buy |
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