Glass Jacobson Investment 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 | – | Sell |
-5,164
| Closed | -$157K | – | 801 |
|
|
2025
Q1 | $157K | Hold |
5,164
| – | – | 0.05% | 255 |
|
|
2024
Q4 | $157K | Sell |
5,164
-956
| -16% | -$29.1K | 0.05% | 255 |
|
|
2024
Q3 | $255K | Sell |
6,120
-680
| -10% | -$28.3K | 0.08% | 203 |
|
|
2024
Q2 | $557K | Buy |
6,800
+160
| +2% | +$13.1K | 0.2% | 121 |
|
|
2024
Q1 | $671K | Buy |
6,640
+50
| +0.8% | +$5.05K | 0.25% | 106 |
|
|
2023
Q4 | $187K | Sell |
6,590
-340
| -5% | -$9.67K | 0.08% | 215 |
|
|
2023
Q3 | $190K | Buy |
6,930
+2,400
| +53% | +$65.8K | 0.09% | 202 |
|
|
2023
Q2 | $113K | Buy |
+4,530
| New | +$113K | 0.05% | 247 |
|