Mark Sheptoff Financial Planning’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 | $39.2K | Buy |
800
+100
| +14% | +$4.9K | 0.02% | 204 |
|
|
2025
Q1 | $24K | Buy |
+700
| New | +$24K | 0.01% | 232 |
|
|
2024
Q3 | – | Sell |
-750
| Closed | -$61.5K | – | 458 |
|
|
2024
Q2 | $61.5K | Hold |
750
| – | – | 0.03% | 163 |
|
|
2024
Q1 | $75.8K | Hold |
750
| – | – | 0.04% | 145 |
|
|
2023
Q4 | $21.3K | Hold |
750
| – | – | 0.01% | 221 |
|
|
2023
Q3 | $20.6K | Buy |
+750
| New | +$20.6K | 0.01% | 209 |
|
|
2014
Q3 | – | Sell |
-5,000
| Closed | -$13K | – | 351 |
|
|
2014
Q2 | $13K | Buy |
+5,000
| New | +$13K | 0.01% | 257 |
|