Independent Solutions 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 | $448K | Sell |
9,137
-300
| -3% | -$14.7K | 0.09% | 129 |
|
|
2025
Q1 | $323K | Buy |
9,437
+1,000
| +12% | +$34.2K | 0.07% | 145 |
|
|
2024
Q4 | $257K | Buy |
+8,437
| New | +$257K | 0.06% | 151 |
|
|
2024
Q3 | – | Sell |
-28,370
| Closed | -$2.32M | – | 174 |
|
|
2024
Q2 | $2.32M | Buy |
28,370
+750
| +3% | +$61.5K | 0.53% | 59 |
|
|
2024
Q1 | $2.79M | Sell |
27,620
-6,390
| -19% | -$645K | 0.66% | 44 |
|
|
2023
Q4 | $967K | Buy |
34,010
+18,550
| +120% | +$527K | 0.25% | 95 |
|
|
2023
Q3 | $424K | Buy |
15,460
+140
| +0.9% | +$3.84K | 0.11% | 138 |
|
|
2023
Q2 | $382K | Buy |
+15,320
| New | +$382K | 0.1% | 146 |
|