Ritholtz Wealth Management’s Super Micro Computer SMCI Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-10,470
Closed -$436K 899
2024
Q3
$436K Sell
10,470
-8,700
-45% -$362K 0.01% 595
2024
Q2
$1.57M Sell
19,170
-4,210
-18% -$345K 0.05% 246
2024
Q1
$2.36M Buy
23,380
+1,330
+6% +$134K 0.08% 166
2023
Q4
$627K Buy
22,050
+600
+3% +$17.1K 0.02% 439
2023
Q3
$588K Buy
21,450
+12,740
+146% +$349K 0.03% 418
2023
Q2
$217K Buy
+8,710
New +$217K 0.01% 610