Great Valley Advisor Group’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 | $3.63M | Sell |
74,147
-13,670
| -16% | -$670K | 0.08% | 217 |
|
|
2025
Q1 | $3.01M | Sell |
87,817
-16,518
| -16% | -$565K | 0.06% | 248 |
|
|
2024
Q4 | $3.18M | Sell |
104,335
-29,375
| -22% | -$895K | 0.07% | 250 |
|
|
2024
Q3 | $5.57M | Buy |
133,710
+23,170
| +21% | +$965K | 0.14% | 158 |
|
|
2024
Q2 | $9.06M | Buy |
110,540
+11,880
| +12% | +$973K | 0.25% | 98 |
|
|
2024
Q1 | $9.96M | Buy |
98,660
+9,960
| +11% | +$1.01M | 0.3% | 87 |
|
|
2023
Q4 | $2.52M | Buy |
88,700
+14,280
| +19% | +$406K | 0.09% | 208 |
|
|
2023
Q3 | $2.04M | Buy |
74,420
+65,300
| +716% | +$1.79M | 0.08% | 221 |
|
|
2023
Q2 | $227K | Buy |
+9,120
| New | +$227K | 0.01% | 628 |
|