Wealthspire Advisors (New York)’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 | $1.24M | Buy |
25,257
+885
| +4% | +$43.4K | 0.01% | 346 |
|
|
2025
Q1 | $834K | Buy |
24,372
+613
| +3% | +$21K | 0.01% | 422 |
|
|
2024
Q4 | $724K | Buy |
+23,759
| New | +$724K | 0.01% | 426 |
|
|
2024
Q3 | – | Sell |
-15,670
| Closed | -$1.28M | – | 768 |
|
|
2024
Q2 | $1.28M | Buy |
15,670
+5,900
| +60% | +$483K | 0.02% | 268 |
|
|
2024
Q1 | $987K | Sell |
9,770
-5,400
| -36% | -$545K | 0.01% | 319 |
|
|
2023
Q4 | $431K | Buy |
+15,170
| New | +$431K | 0.01% | 440 |
|