Frank Rimerman Advisors’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
$739K Sell
15,088
-5,160
-25% -$253K 0.05% 272
2025
Q1
$693K Buy
20,248
+3,946
+24% +$135K 0.05% 253
2024
Q4
$497K Sell
16,302
-18,818
-54% -$574K 0.04% 312
2024
Q3
$1.46M Sell
35,120
-1,980
-5% -$82.4K 0.1% 160
2024
Q2
$3.04M Buy
37,100
+20,170
+119% +$1.65M 0.22% 78
2024
Q1
$1.71M Buy
16,930
+6,930
+69% +$700K 0.33% 37
2023
Q4
$284K Buy
+10,000
New +$284K 0.06% 87