MWM
Mindset Wealth Management’s Super Micro Computer SMCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $567K | Sell |
11,562
-6,770
| -37% | -$332K | 0.19% | 65 |
|
|
2025
Q1 | $628K | Buy |
18,332
+1,786
| +11% | +$61.2K | 0.24% | 52 |
|
|
2024
Q4 | $504K | Buy |
16,546
+15,004
| +973% | +$457K | 0.18% | 63 |
|
|
2024
Q3 | $642K | Buy |
+1,542
| New | +$642K | 0.27% | 40 |
|