Foundations Investment Advisors’s Super Micro Computer SMCI Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.75M Sell
35,754
-2,829
-7% -$139K 0.03% 327
2025
Q1
$1.32M Buy
38,583
+6,314
+20% +$216K 0.02% 354
2024
Q4
$984K Buy
32,269
+11,199
+53% +$341K 0.02% 399
2024
Q3
$877K Buy
21,070
+4,190
+25% +$174K 0.02% 383
2024
Q2
$1.38M Buy
16,880
+2,090
+14% +$171K 0.03% 286
2024
Q1
$1.49M Sell
14,790
-600
-4% -$60.6K 0.04% 263
2023
Q4
$898K Buy
+15,390
New +$898K 0.02% 326