
Kovitz Investment Group Partners’s Semler Scientific SMLR Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-10,435
| Closed | -$378K | – | 1384 |
|
2025
Q1 | $378K | Sell |
10,435
-12,450
| -54% | -$451K | ﹤0.01% | 980 |
|
2024
Q4 | $1.24M | Buy |
22,885
+501
| +2% | +$27.1K | 0.01% | 673 |
|
2024
Q3 | $527K | Sell |
22,384
-1,705
| -7% | -$40.2K | ﹤0.01% | 747 |
|
2024
Q2 | $829K | Buy |
+24,089
| New | +$829K | 0.01% | 574 |
|
2023
Q2 | – | Sell |
-9,486
| Closed | -$254K | – | 432 |
|
2023
Q1 | $254K | Sell |
9,486
-342
| -3% | -$9.16K | ﹤0.01% | 384 |
|
2022
Q4 | $324K | Sell |
9,828
-155
| -2% | -$5.11K | 0.01% | 350 |
|
2022
Q3 | $375K | Sell |
9,983
-70
| -0.7% | -$2.63K | 0.01% | 343 |
|
2022
Q2 | $283K | Sell |
10,053
-10
| -0.1% | -$282 | 0.01% | 369 |
|
2022
Q1 | $499K | Buy |
+10,063
| New | +$499K | 0.01% | 333 |
|