J.W. Cole 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 | $609K | Buy |
12,423
+1,544
| +14% | +$75.7K | 0.01% | 850 |
|
|
2025
Q1 | $372K | Buy |
10,879
+3,657
| +51% | +$125K | 0.01% | 871 |
|
|
2024
Q4 | $220K | Sell |
7,222
-2,458
| -25% | -$74.9K | 0.01% | 874 |
|
|
2024
Q3 | $403K | Buy |
9,680
+4,360
| +82% | +$182K | 0.02% | 683 |
|
|
2024
Q2 | $436K | Buy |
+5,320
| New | +$436K | 0.02% | 556 |
|