Advisor OS’s ScottsMiracle-Gro SMG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,563
| Closed | -$236K | – | 453 |
|
|
2024
Q4 | $236K | Sell |
3,563
-2,935
| -45% | -$195K | 0.03% | 370 |
|
|
2024
Q3 | $563K | Sell |
6,498
-3,408
| -34% | -$295K | 0.06% | 237 |
|
|
2024
Q2 | $644K | Sell |
9,906
-14
| -0.1% | -$911 | 0.07% | 211 |
|
|
2024
Q1 | $740K | Buy |
9,920
+844
| +9% | +$63K | 0.09% | 195 |
|
|
2023
Q4 | $579K | Sell |
9,076
-532
| -6% | -$33.9K | 0.08% | 200 |
|
|
2023
Q3 | $497K | Buy |
9,608
+410
| +4% | +$21.2K | 0.07% | 187 |
|
|
2023
Q2 | $577K | Buy |
9,198
+170
| +2% | +$10.7K | 0.09% | 191 |
|
|
2023
Q1 | $630K | Buy |
9,028
+364
| +4% | +$25.4K | 0.15% | 151 |
|
|
2022
Q4 | $421K | Buy |
8,664
+1,891
| +28% | +$91.9K | 0.11% | 161 |
|
|
2022
Q3 | $290K | Sell |
6,773
-814
| -11% | -$34.9K | 0.09% | 163 |
|
|
2022
Q2 | $599K | Buy |
7,587
+331
| +5% | +$26.1K | 0.17% | 126 |
|
|
2022
Q1 | $892K | Buy |
7,256
+1,523
| +27% | +$187K | 0.26% | 93 |
|
|
2021
Q4 | $923K | Buy |
5,733
+11
| +0.2% | +$1.77K | 0.19% | 116 |
|
|
2021
Q3 | $837K | Buy |
5,722
+832
| +17% | +$122K | 0.18% | 105 |
|
|
2021
Q2 | $938K | Buy |
4,890
+2,060
| +73% | +$395K | 0.19% | 93 |
|
|
2021
Q1 | $693K | Buy |
2,830
+1,172
| +71% | +$287K | 0.16% | 103 |
|
|
2020
Q4 | $330K | Buy |
+1,658
| New | +$330K | 0.09% | 103 |
|