SWP
Stratos Wealth Partners’s Super Micro Computer SMCI Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $848K | Buy |
17,304
+1,835
| +12% | +$89.9K | 0.01% | 746 |
|
2025
Q1 | $530K | Buy |
15,469
+2,820
| +22% | +$96.6K | 0.01% | 866 |
|
2024
Q4 | $386K | Buy |
+12,649
| New | +$386K | 0.01% | 1038 |
|
2024
Q3 | – | Sell |
-12,423
| Closed | -$10.2M | – | 1512 |
|
2024
Q2 | $10.2M | Sell |
12,423
-914
| -7% | -$749K | 0.16% | 133 |
|
2024
Q1 | $13.5M | Buy |
13,337
+4,804
| +56% | +$4.85M | 0.22% | 99 |
|
2023
Q4 | $2.43M | Buy |
8,533
+4,420
| +107% | +$1.26M | 0.05% | 374 |
|
2023
Q3 | $1.13M | Buy |
+4,113
| New | +$1.13M | 0.02% | 531 |
|