EverSource Wealth Advisors’s Super Micro Computer SMCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $171K | Buy |
3,479
+1,036
| +42% | +$50.8K | 0.01% | 928 |
|
|
2025
Q1 | $83.7K | Buy |
2,443
+12
| +0.5% | +$411 | ﹤0.01% | 982 |
|
|
2024
Q4 | $74.1K | Sell |
2,431
-3,219
| -57% | -$98.1K | ﹤0.01% | 1019 |
|
|
2024
Q3 | $235K | Buy |
5,650
+2,130
| +61% | +$88.7K | 0.01% | 506 |
|
|
2024
Q2 | $247K | Buy |
3,520
+2,110
| +150% | +$148K | 0.02% | 490 |
|
|
2024
Q1 | $121K | Sell |
1,410
-6,640
| -82% | -$570K | 0.01% | 642 |
|
|
2023
Q4 | $229K | Buy |
8,050
+190
| +2% | +$5.4K | 0.02% | 397 |
|
|
2023
Q3 | $216K | Sell |
7,860
-60
| -0.8% | -$1.65K | 0.02% | 384 |
|
|
2023
Q2 | $197K | Hold |
7,920
| – | – | 0.02% | 398 |
|
|
2023
Q1 | $84.4K | Buy |
7,920
+370
| +5% | +$3.94K | 0.01% | 603 |
|
|
2022
Q4 | $62K | Buy |
+7,550
| New | +$62K | 0.01% | 672 |
|