Baldwin Wealth Partners’s Sprouts Farmers Market SFM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-2,569
| Closed | -$326K | – | 245 |
|
2024
Q4 | $326K | Sell |
2,569
-2,506
| -49% | -$318K | 0.02% | 183 |
|
2024
Q3 | $560K | Buy |
5,075
+3,815
| +303% | +$421K | 0.04% | 182 |
|
2024
Q2 | $105K | Hold |
1,260
| – | – | 0.01% | 256 |
|
2024
Q1 | $81.2K | Hold |
1,260
| – | – | 0.01% | 298 |
|
2023
Q4 | $60.6K | Buy |
1,260
+210
| +20% | +$10.1K | ﹤0.01% | 357 |
|
2023
Q3 | $44.9K | Hold |
1,050
| – | – | ﹤0.01% | 409 |
|
2023
Q2 | $38.6K | Hold |
1,050
| – | – | ﹤0.01% | 447 |
|
2023
Q1 | $36.8K | Hold |
1,050
| – | – | ﹤0.01% | 459 |
|
2022
Q4 | $34K | Buy |
1,050
+650
| +163% | +$21K | ﹤0.01% | 471 |
|
2022
Q3 | $11K | Buy |
+400
| New | +$11K | ﹤0.01% | 512 |
|