WMG 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 | $336K | Sell |
6,856
-1,003
| -13% | -$49.2K | 0.12% | 115 |
|
|
2025
Q1 | $269K | Buy |
7,859
+1,253
| +19% | +$42.9K | 0.11% | 127 |
|
|
2024
Q4 | $201K | Buy |
+6,606
| New | +$201K | 0.09% | 161 |
|
|
2024
Q3 | – | Sell |
-3,450
| Closed | -$283K | – | 178 |
|
|
2024
Q2 | $283K | Sell |
3,450
-10
| -0.3% | -$819 | 0.15% | 101 |
|
|
2024
Q1 | $349K | Buy |
+3,460
| New | +$349K | 0.2% | 82 |
|