Venturi Wealth Management’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
Q1 | – | Sell |
-3,130
| Closed | -$95.4K | – | 1615 |
|
|
2024
Q4 | $95.4K | Buy |
3,130
+2,820
| +910% | +$86K | ﹤0.01% | 801 |
|
|
2024
Q3 | $12.9K | Buy |
310
+80
| +35% | +$3.33K | ﹤0.01% | 1129 |
|
|
2024
Q2 | $18.8K | Buy |
230
+120
| +109% | +$9.83K | ﹤0.01% | 951 |
|
|
2024
Q1 | $11.1K | Buy |
+110
| New | +$11.1K | ﹤0.01% | 913 |
|
|
2023
Q4 | – | Sell |
-50
| Closed | -$1.37K | – | 1424 |
|
|
2023
Q3 | $1.37K | Buy |
+50
| New | +$1.37K | ﹤0.01% | 1242 |
|
|
2023
Q2 | – | Sell |
-110
| Closed | -$1.17K | – | 1233 |
|
|
2023
Q1 | $1.17K | Buy |
+110
| New | +$1.17K | ﹤0.01% | 1091 |
|