Perennial 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 | $475K | Buy |
9,697
+2,096
| +28% | +$103K | 0.05% | 262 |
|
2025
Q1 | $260K | Buy |
7,601
+634
| +9% | +$21.7K | 0.03% | 344 |
|
2024
Q4 | $212K | Sell |
6,967
-6,653
| -49% | -$203K | 0.03% | 368 |
|
2024
Q3 | $567K | Sell |
13,620
-6,050
| -31% | -$252K | 0.07% | 197 |
|
2024
Q2 | $1.61M | Buy |
19,670
+12,000
| +156% | +$983K | 0.23% | 78 |
|
2024
Q1 | $775K | Buy |
+7,670
| New | +$775K | 0.12% | 146 |
|
2023
Q4 | – | Sell |
-6,300
| Closed | -$173K | – | 342 |
|
2023
Q3 | $173K | Buy |
+6,300
| New | +$173K | 0.03% | 310 |
|