SWM
SeaCrest Wealth Management’s Super Micro Computer SMCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-32,161
| Closed | -$1.1M | – | 685 |
|
|
2025
Q1 | $1.1M | Buy |
+32,161
| New | +$1.1M | 0.12% | 158 |
|
|
2024
Q4 | – | Sell |
-1,127
| Closed | -$469K | – | 693 |
|
|
2024
Q3 | $469K | Buy |
1,127
+130
| +13% | +$54.1K | 0.05% | 359 |
|
|
2024
Q2 | $817K | Buy |
997
+25
| +3% | +$20.5K | 0.09% | 207 |
|
|
2024
Q1 | $982K | Sell |
972
-3,032
| -76% | -$3.06M | 0.12% | 180 |
|
|
2023
Q4 | $1.17M | Buy |
4,004
+62
| +2% | +$18.1K | 0.14% | 141 |
|
|
2023
Q3 | $1.08M | Sell |
3,942
-1,657
| -30% | -$454K | 0.14% | 154 |
|
|
2023
Q2 | $1.4M | Buy |
+5,599
| New | +$1.4M | 0.18% | 118 |
|
|
2023
Q1 | – | Sell |
-2,457
| Closed | -$202K | – | 666 |
|
|
2022
Q4 | $202K | Buy |
+2,457
| New | +$202K | 0.03% | 567 |
|