WCM
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Wedge Capital Management’s Super Micro Computer SMCI Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
-75,495
Closed -$61.9M 519
2024
Q2
$61.9M Sell
75,495
-13,617
-15% -$11.2M 1.1% 22
2024
Q1
$90M Sell
89,112
-172,593
-66% -$174M 1.46% 2
2023
Q4
$74.4M Sell
261,705
-16,376
-6% -$4.66M 1.33% 15
2023
Q3
$76.3M Sell
278,081
-45,954
-14% -$12.6M 1.51% 1
2023
Q2
$80.8M Buy
+324,035
New +$80.8M 1.29% 8