Optimum 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 | $125K | Hold |
2,555
| – | – | 0.05% | 225 |
|
|
2025
Q1 | $87.5K | Sell |
2,555
-375
| -13% | -$12.8K | 0.04% | 265 |
|
|
2024
Q4 | $89.3K | Sell |
2,930
-14,250
| -83% | -$434K | 0.04% | 269 |
|
|
2024
Q3 | $715K | Buy |
17,180
+5,590
| +48% | +$233K | 0.31% | 71 |
|
|
2024
Q2 | $950K | Buy |
11,590
+730
| +7% | +$59.8K | 0.43% | 52 |
|
|
2024
Q1 | $1.1M | Buy |
10,860
+9,860
| +986% | +$996K | 0.5% | 44 |
|
|
2023
Q4 | $28.4K | Buy |
+1,000
| New | +$28.4K | 0.01% | 402 |
|
|
2022
Q3 | – | Sell |
-1,060
| Closed | -$4K | – | 855 |
|
|
2022
Q2 | $4K | Sell |
1,060
-18,940
| -95% | -$71.5K | ﹤0.01% | 710 |
|
|
2022
Q1 | $76K | Hold |
20,000
| – | – | 0.03% | 360 |
|
|
2021
Q4 | $88K | Hold |
20,000
| – | – | 0.03% | 358 |
|
|
2021
Q3 | $73K | Hold |
20,000
| – | – | 0.03% | 388 |
|
|
2021
Q2 | $70K | Hold |
20,000
| – | – | 0.02% | 439 |
|
|
2021
Q1 | $78K | Buy |
+20,000
| New | +$78K | 0.02% | 416 |
|