Peterson Wealth Services’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 | $871K | Buy |
17,774
+471
| +3% | +$23.1K | 0.24% | 64 |
|
|
2025
Q1 | $592K | Buy |
+17,303
| New | +$592K | 0.18% | 78 |
|
|
2024
Q4 | – | Sell |
-18,340
| Closed | -$764K | – | 233 |
|
|
2024
Q3 | $764K | Buy |
18,340
+3,690
| +25% | +$154K | 0.24% | 78 |
|
|
2024
Q2 | $1.2M | Sell |
14,650
-420
| -3% | -$34.4K | 0.42% | 56 |
|
|
2024
Q1 | $1.52M | Buy |
15,070
+8,030
| +114% | +$811K | 0.55% | 51 |
|
|
2023
Q4 | $200K | Buy |
+7,040
| New | +$200K | 0.09% | 104 |
|