Moneta Group Investment Advisors’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
$306K Sell
6,247
-7,196
-54% -$353K ﹤0.01% 558
2025
Q1
$460K Sell
13,443
-40
-0.3% -$1.37K 0.01% 438
2024
Q4
$411K Sell
13,483
-102,217
-88% -$3.12M 0.01% 458
2024
Q3
$482K Buy
115,700
+112,010
+3,036% +$466K 0.01% 412
2024
Q2
$302K Buy
+3,690
New +$302K ﹤0.01% 481