Perigon Wealth Management’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 | $1.71M | Sell |
34,892
-279
| -0.8% | -$13.7K | 0.04% | 364 |
|
|
2025
Q1 | $1.2M | Buy |
35,171
+2,130
| +6% | +$72.9K | 0.03% | 408 |
|
|
2024
Q4 | $1.03M | Buy |
33,041
+20,871
| +171% | +$650K | 0.03% | 441 |
|
|
2024
Q3 | $507K | Buy |
12,170
+2,410
| +25% | +$100K | 0.01% | 614 |
|
|
2024
Q2 | $800K | Sell |
9,760
-2,580
| -21% | -$211K | 0.02% | 422 |
|
|
2024
Q1 | $1.25M | Sell |
12,340
-13,350
| -52% | -$1.35M | 0.04% | 324 |
|
|
2023
Q4 | $730K | Buy |
+25,690
| New | +$730K | 0.02% | 411 |
|