Kovitz Investment Group Partners’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
$4.75M Buy
96,918
+15,317
+19% +$751K 0.02% 459
2025
Q1
$2.79M Buy
81,601
+49,846
+157% +$1.71M 0.01% 514
2024
Q4
$968K Sell
31,755
-20,545
-39% -$626K ﹤0.01% 724
2024
Q3
$2.11M Buy
52,300
+9,720
+23% +$391K 0.02% 485
2024
Q2
$3.49M Buy
+42,580
New +$3.49M 0.03% 344