GeoWealth 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 | $116K | Buy |
+2,374
| New | +$116K | ﹤0.01% | 780 |
|
|
2025
Q1 | – | Sell |
-3,944
| Closed | -$120K | – | 1709 |
|
|
2024
Q4 | $120K | Buy |
+3,944
| New | +$120K | ﹤0.01% | 916 |
|
|
2024
Q3 | – | Sell |
-3,080
| Closed | -$252K | – | 1723 |
|
|
2024
Q2 | $252K | Buy |
3,080
+1,880
| +157% | +$154K | 0.01% | 622 |
|
|
2024
Q1 | $121K | Buy |
+1,200
| New | +$121K | ﹤0.01% | 756 |
|