Montag & Associates’s Super Micro Computer SMCI Stock Holding History

Montag & Associates’s Portfolio SMCI Stock Details SMCI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell
2025 Q1	$58.2K	Hold
2024 Q4	$51.8K	Sell
2024 Q3	$348K	Sell
2024 Q2	$1.45M	Hold
2024 Q1	$1.79M	Buy
2023 Q4	$354K	Buy
2023 Q3	$23.6K	Buy