KWA
Kingswood Wealth Advisors’s Super Micro Computer SMCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $702K | Sell |
14,331
-12,060
| -46% | -$591K | 0.06% | 333 |
|
|
2025
Q1 | $904K | Sell |
26,391
-63,378
| -71% | -$2.17M | 0.08% | 268 |
|
|
2024
Q4 | $2.74M | Buy |
89,769
+80,840
| +905% | +$2.46M | 0.21% | 110 |
|
|
2024
Q3 | $3.72M | Buy |
8,929
+3,692
| +70% | +$1.54M | 0.27% | 84 |
|
|
2024
Q2 | $4.29M | Buy |
5,237
+3,989
| +320% | +$3.27M | 0.39% | 48 |
|
|
2024
Q1 | $1.26M | Buy |
+1,248
| New | +$1.26M | 0.15% | 162 |
|