Ulland Investment Advisors’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 | $33K | Sell |
680
-1,125
| -62% | -$54.6K | 0.03% | 128 |
|
|
2025
Q1 | $62K | Sell |
1,805
-2,665
| -60% | -$91.5K | 0.05% | 101 |
|
|
2024
Q4 | $136K | Sell |
4,470
-45,530
| -91% | -$1.39M | 0.09% | 70 |
|
|
2024
Q3 | $2.08M | Buy |
50,000
+8,300
| +20% | +$346K | 1.52% | 19 |
|
|
2024
Q2 | $3.42M | Buy |
41,700
+1,680
| +4% | +$138K | 2.38% | 14 |
|
|
2024
Q1 | $4.04M | Buy |
+40,020
| New | +$4.04M | 3.23% | 11 |
|