Kingswood Wealth Advisors’s Super Micro Computer SMCI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
2025
Q4
$375K Buy
2025
Q3
$559K Sell
2025
Q2
$702K Sell
2025
Q1
$904K Sell
2024
Q4
$2.74M Buy
2024
Q3
$3.72M Buy
2024
Q2
$4.29M Buy
2024
Q1
$1.26M Buy