Integrated Wealth Concepts’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 |
-14,393
| Closed | -$493K | – | 1991 |
|
|
2025
Q1 | $493K | Sell |
14,393
-1,427
| -9% | -$48.9K | 0.01% | 1143 |
|
|
2024
Q4 | $482K | Buy |
15,820
+3,510
| +29% | +$107K | 0.01% | 1133 |
|
|
2024
Q3 | $513K | Sell |
12,310
-90
| -0.7% | -$3.75K | 0.01% | 1071 |
|
|
2024
Q2 | $1.02M | Buy |
12,400
+5,160
| +71% | +$423K | 0.01% | 754 |
|
|
2024
Q1 | $731K | Sell |
7,240
-51,980
| -88% | -$5.25M | 0.01% | 889 |
|
|
2023
Q4 | $1.68M | Buy |
59,220
+10,700
| +22% | +$304K | 0.03% | 542 |
|
|
2023
Q3 | $1.33M | Buy |
48,520
+21,130
| +77% | +$579K | 0.02% | 575 |
|
|
2023
Q2 | $683K | Sell |
27,390
-90,560
| -77% | -$2.26M | 0.01% | 842 |
|
|
2023
Q1 | $1.26M | Buy |
+117,950
| New | +$1.26M | 0.03% | 538 |
|