FWM
Focused Wealth Management’s Super Micro Computer SMCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.04M | Sell |
21,163
-10,000
| -32% | -$490K | 0.13% | 71 |
|
|
2025
Q1 | $1.07M | Buy |
31,163
+10,000
| +47% | +$342K | 0.14% | 58 |
|
|
2024
Q4 | $645K | Buy |
21,163
+19,071
| +912% | +$581K | 0.09% | 75 |
|
|
2024
Q3 | $871K | Buy |
2,092
+8
| +0.4% | +$3.33K | 0.11% | 69 |
|
|
2024
Q2 | $1.71M | Sell |
2,084
-174
| -8% | -$143K | 0.24% | 43 |
|
|
2024
Q1 | $2.28M | Buy |
2,258
+8
| +0.4% | +$8.08K | 0.35% | 39 |
|
|
2023
Q4 | $640K | Hold |
2,250
| – | – | 0.11% | 69 |
|
|
2023
Q3 | $617K | Hold |
2,250
| – | – | 0.11% | 69 |
|
|
2023
Q2 | $561K | Sell |
2,250
-100
| -4% | -$24.9K | 0.1% | 75 |
|
|
2023
Q1 | $250K | Hold |
2,350
| – | – | 0.05% | 124 |
|
|
2022
Q4 | $193K | Buy |
2,350
+100
| +4% | +$8.21K | 0.04% | 141 |
|
|
2022
Q3 | $124K | Hold |
2,250
| – | – | 0.03% | 161 |
|
|
2022
Q2 | $91K | Hold |
2,250
| – | – | 0.02% | 195 |
|
|
2022
Q1 | $86K | Hold |
2,250
| – | – | 0.01% | 225 |
|
|
2021
Q4 | $99K | Hold |
2,250
| – | – | 0.02% | 282 |
|
|
2021
Q3 | $82K | Hold |
2,250
| – | – | 0.01% | 316 |
|
|
2021
Q2 | $79K | Hold |
2,250
| – | – | 0.01% | 325 |
|
|
2021
Q1 | $88K | Hold |
2,250
| – | – | 0.02% | 293 |
|
|
2020
Q4 | $71K | Hold |
2,250
| – | – | 0.01% | 306 |
|
|
2020
Q3 | $59K | Hold |
2,250
| – | – | 0.01% | 297 |
|
|
2020
Q2 | $64K | Hold |
2,250
| – | – | 0.01% | 280 |
|
|
2020
Q1 | $48K | Buy |
+2,250
| New | +$48K | 0.01% | 290 |
|
|
2019
Q2 | – | Sell |
-2,250
| Closed | -$48K | – | 754 |
|
|
2019
Q1 | $48K | Hold |
2,250
| – | – | 0.01% | 293 |
|
|
2018
Q4 | $31K | Hold |
2,250
| – | – | 0.01% | 333 |
|
|
2018
Q3 | $46K | Hold |
2,250
| – | – | 0.02% | 301 |
|
|
2018
Q2 | $53K | Hold |
2,250
| – | – | 0.02% | 274 |
|
|
2018
Q1 | $38K | Hold |
2,250
| – | – | 0.01% | 319 |
|
|
2017
Q4 | $47K | Hold |
2,250
| – | – | 0.02% | 305 |
|
|
2017
Q3 | $50K | Hold |
2,250
| – | – | 0.02% | 233 |
|
|
2017
Q2 | $55K | Hold |
2,250
| – | – | 0.02% | 269 |
|
|
2017
Q1 | $57K | Hold |
2,250
| – | – | 0.02% | 266 |
|
|
2016
Q4 | $63K | Hold |
2,250
| – | – | 0.03% | 250 |
|
|
2016
Q3 | $53K | Hold |
2,250
| – | – | 0.02% | 263 |
|
|
2016
Q2 | $56K | Hold |
2,250
| – | – | 0.03% | 250 |
|
|
2016
Q1 | $77K | Hold |
2,250
| – | – | 0.04% | 155 |
|
|
2015
Q4 | $55K | Hold |
2,250
| – | – | 0.03% | 194 |
|
|
2015
Q3 | $61K | Hold |
2,250
| – | – | 0.04% | 179 |
|
|
2015
Q2 | $67K | Hold |
2,250
| – | – | 0.04% | 174 |
|
|
2015
Q1 | $75K | Hold |
2,250
| – | – | 0.05% | 165 |
|
|
2014
Q4 | $78K | Hold |
2,250
| – | – | 0.06% | 154 |
|
|
2014
Q3 | $66K | Hold |
2,250
| – | – | 0.05% | 167 |
|
|
2014
Q2 | $57K | Hold |
2,250
| – | – | 0.04% | 171 |
|
|
2014
Q1 | $39K | Hold |
2,250
| – | – | 0.03% | 189 |
|
|
2013
Q4 | $39K | Hold |
2,250
| – | – | 0.03% | 189 |
|
|
2013
Q3 | $30K | Buy |
+2,250
| New | +$30K | 0.03% | 218 |
|