Montag & Associates’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 | – | Sell |
-1,700
| Closed | -$58.2K | – | 1016 |
|
|
2025
Q1 | $58.2K | Hold |
1,700
| – | – | ﹤0.01% | 586 |
|
|
2024
Q4 | $51.8K | Sell |
1,700
-6,650
| -80% | -$203K | ﹤0.01% | 605 |
|
|
2024
Q3 | $348K | Sell |
8,350
-9,380
| -53% | -$391K | 0.02% | 364 |
|
|
2024
Q2 | $1.45M | Hold |
17,730
| – | – | 0.07% | 198 |
|
|
2024
Q1 | $1.79M | Buy |
17,730
+5,260
| +42% | +$531K | 0.09% | 187 |
|
|
2023
Q4 | $354K | Buy |
12,470
+11,610
| +1,350% | +$330K | 0.02% | 337 |
|
|
2023
Q3 | $23.6K | Buy |
+860
| New | +$23.6K | ﹤0.01% | 649 |
|