Family 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
$980K Hold
20,000
0.15% 93
2025
Q1
$685K Hold
20,000
0.11% 99
2024
Q4
$610K Buy
+20,000
New +$610K 0.1% 101
2024
Q3
Sell
-5,020
Closed -$411K 201
2024
Q2
$411K Buy
5,020
+20
+0.4% +$1.64K 0.07% 108
2024
Q1
$505K Buy
+5,000
New +$505K 0.09% 101