Prestige Wealth Management Group’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 | $110K | Sell |
2,249
-511
| -19% | -$25K | 0.02% | 200 |
|
|
2025
Q1 | $94.5K | Buy |
2,760
+39
| +1% | +$1.34K | 0.02% | 202 |
|
|
2024
Q4 | $82.9K | Buy |
2,721
+611
| +29% | +$18.6K | 0.02% | 212 |
|
|
2024
Q3 | $87.9K | Buy |
2,110
+1,990
| +1,658% | +$82.9K | 0.02% | 202 |
|
|
2024
Q2 | $9.83K | Sell |
120
-50
| -29% | -$4.1K | ﹤0.01% | 406 |
|
|
2024
Q1 | $17.2K | Buy |
170
+10
| +6% | +$1.01K | ﹤0.01% | 362 |
|
|
2023
Q4 | $4.55K | Buy |
160
+10
| +7% | +$284 | ﹤0.01% | 601 |
|
|
2023
Q3 | $4.11K | Hold |
150
| – | – | ﹤0.01% | 608 |
|
|
2023
Q2 | $3.74K | Buy |
150
+20
| +15% | +$499 | ﹤0.01% | 655 |
|
|
2023
Q1 | $1.39K | Buy |
+130
| New | +$1.39K | ﹤0.01% | 825 |
|