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