Valeo Financial 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 | $947K | Buy |
19,322
+3,660
| +23% | +$179K | 0.02% | 310 |
|
|
2025
Q1 | $536K | Sell |
15,662
-7,390
| -32% | -$253K | 0.02% | 398 |
|
|
2024
Q4 | $703K | Buy |
23,052
+5,842
| +34% | +$178K | 0.02% | 329 |
|
|
2024
Q3 | $717K | Buy |
17,210
+350
| +2% | +$14.6K | 0.02% | 324 |
|
|
2024
Q2 | $1.38M | Buy |
16,860
+2,100
| +14% | +$172K | 0.04% | 192 |
|
|
2024
Q1 | $1.11M | Buy |
14,760
+2,220
| +18% | +$168K | 0.04% | 221 |
|
|
2023
Q4 | $356K | Buy |
12,540
+1,000
| +9% | +$28.4K | 0.01% | 440 |
|
|
2023
Q3 | $316K | Hold |
11,540
| – | – | 0.01% | 444 |
|
|
2023
Q2 | $288K | Buy |
+11,540
| New | +$288K | 0.01% | 442 |
|