Marietta Investment 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
2024
Q4
Sell
-94,490
Closed -$3.93M 170
2024
Q3
$3.93M Buy
94,490
+100
+0.1% +$4.16K 0.84% 38
2024
Q2
$7.73M Buy
94,390
+8,540
+10% +$700K 1.7% 14
2024
Q1
$8.67M Sell
85,850
-56,720
-40% -$5.73M 1.9% 13
2023
Q4
$4.05M Buy
142,570
+49,580
+53% +$1.41M 1.01% 34
2023
Q3
$2.55M Sell
92,990
-8,520
-8% -$234K 0.71% 41
2023
Q2
$2.53M Buy
101,510
+18,960
+23% +$473K 0.66% 42
2023
Q1
$880K Sell
82,550
-1,920
-2% -$20.5K 0.24% 80
2022
Q4
$693K Buy
84,470
+33,200
+65% +$273K 0.2% 97
2022
Q3
$393K Buy
+51,270
New +$393K 0.12% 126