HB Wealth 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 | $851K | Sell |
17,355
-1,586
| -8% | -$77.7K | 0.01% | 568 |
|
|
2025
Q1 | $649K | Sell |
18,941
-17,927
| -49% | -$614K | 0.01% | 668 |
|
|
2024
Q4 | $1.12M | Buy |
+36,868
| New | +$1.12M | 0.01% | 389 |
|
|
2024
Q3 | – | Sell |
-62,670
| Closed | -$5.13M | – | 983 |
|
|
2024
Q2 | $5.13M | Buy |
62,670
+52,690
| +528% | +$4.32M | 0.06% | 149 |
|
|
2024
Q1 | $1.01M | Sell |
9,980
-9,650
| -49% | -$975K | 0.01% | 349 |
|
|
2023
Q4 | $558K | Buy |
+19,630
| New | +$558K | 0.01% | 426 |
|