Disciplined Growth Investors’s Semtech SMTC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $131M | Buy |
2,894,536
+115,921
| +4% | +$5.23M | 2.5% | 14 |
|
|
2025
Q1 | $95.6M | Buy |
2,778,615
+85,660
| +3% | +$2.95M | 1.98% | 19 |
|
|
2024
Q4 | $167M | Buy |
2,692,955
+82,971
| +3% | +$5.13M | 3.17% | 9 |
|
|
2024
Q3 | $119M | Buy |
2,609,984
+114,999
| +5% | +$5.25M | 2.25% | 19 |
|
|
2024
Q2 | $74.6M | Buy |
2,494,985
+1,932,116
| +343% | +$57.7M | 1.4% | 25 |
|
|
2024
Q1 | $15.5M | Buy |
562,869
+70,944
| +14% | +$1.95M | 0.28% | 48 |
|
|
2023
Q4 | $10.8M | Sell |
491,925
-20,576
| -4% | -$451K | 0.24% | 47 |
|
|
2023
Q3 | $13.2M | Buy |
512,501
+5,870
| +1% | +$151K | 0.31% | 47 |
|
|
2023
Q2 | $12.9M | Buy |
506,631
+9,383
| +2% | +$239K | 0.29% | 47 |
|
|
2023
Q1 | $12M | Sell |
497,248
-54,786
| -10% | -$1.32M | 0.31% | 48 |
|
|
2022
Q4 | $15.8M | Sell |
552,034
-8,129
| -1% | -$233K | 0.41% | 46 |
|
|
2022
Q3 | $16.5M | Buy |
560,163
+4,040
| +0.7% | +$119K | 0.46% | 44 |
|
|
2022
Q2 | $30.6M | Buy |
+556,123
| New | +$30.6M | 0.82% | 36 |
|