Bedell Frazier Investment Counselling’s Sprouts Farmers Market SFM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | – | Sell |
-265,484
| Closed | -$6.6M | – | 97 |
|
2021
Q2 | $6.6M | Sell |
265,484
-15,169
| -5% | -$377K | 1.67% | 25 |
|
2021
Q1 | $7.47M | Buy |
280,653
+22,874
| +9% | +$609K | 2.11% | 17 |
|
2020
Q4 | $5.18M | Buy |
257,779
+31,489
| +14% | +$633K | 1.59% | 26 |
|
2020
Q3 | $4.74M | Buy |
226,290
+34,000
| +18% | +$712K | 1.69% | 23 |
|
2020
Q2 | $4.92M | Buy |
+192,290
| New | +$4.92M | 1.98% | 21 |
|