Burney Company’s ScottsMiracle-Gro SMG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$717K Sell
10,873
-1,324
-11% -$87.3K 0.02% 355
2025
Q1
$669K Sell
12,197
-214
-2% -$11.7K 0.02% 370
2024
Q4
$823K Sell
12,411
-227
-2% -$15.1K 0.03% 341
2024
Q3
$1.1M Sell
12,638
-290
-2% -$25.1K 0.04% 305
2024
Q2
$841K Sell
12,928
-2,600
-17% -$169K 0.03% 340
2024
Q1
$1.16M Sell
15,528
-357
-2% -$26.6K 0.04% 308
2023
Q4
$1.01M Sell
15,885
-1,376
-8% -$87.7K 0.04% 328
2023
Q3
$892K Buy
17,261
+38
+0.2% +$1.96K 0.04% 326
2023
Q2
$1.08M Sell
17,223
-250
-1% -$15.7K 0.05% 309
2023
Q1
$1.22M Sell
17,473
-50
-0.3% -$3.49K 0.06% 284
2022
Q4
$851K Sell
17,523
-1,770
-9% -$86K 0.04% 322
2022
Q3
$825K Buy
19,293
+12
+0.1% +$513 0.05% 336
2022
Q2
$1.52M Buy
19,281
+2,549
+15% +$201K 0.08% 242
2022
Q1
$2.06M Buy
16,732
+1,650
+11% +$203K 0.09% 229
2021
Q4
$2.43M Buy
15,082
+12
+0.1% +$1.93K 0.1% 207
2021
Q3
$2.21M Buy
15,070
+150
+1% +$22K 0.1% 211
2021
Q2
$2.86M Buy
14,920
+98
+0.7% +$18.8K 0.13% 190
2021
Q1
$3.63M Sell
14,822
-80
-0.5% -$19.6K 0.18% 153
2020
Q4
$2.97M Sell
14,902
-67
-0.4% -$13.3K 0.16% 168
2020
Q3
$2.29M Sell
14,969
-104
-0.7% -$15.9K 0.14% 192
2020
Q2
$2.03M Sell
15,073
-275
-2% -$37K 0.13% 189
2020
Q1
$1.57M Sell
15,348
-570
-4% -$58.4K 0.12% 190
2019
Q4
$1.69M Buy
15,918
+90
+0.6% +$9.56K 0.09% 216
2019
Q3
$1.61M Hold
15,828
0.1% 210
2019
Q2
$1.56M Hold
15,828
0.09% 220
2019
Q1
$1.24M Buy
15,828
+23
+0.1% +$1.81K 0.08% 240
2018
Q4
$971K Buy
15,805
+395
+3% +$24.3K 0.07% 241
2018
Q3
$1.21M Buy
+15,410
New +$1.21M 0.07% 237
2017
Q2
Sell
-4,030
Closed -$376K 407
2017
Q1
$376K Hold
4,030
0.02% 289
2016
Q4
$385K Hold
4,030
0.03% 288
2016
Q3
$337K Buy
+4,030
New +$337K 0.02% 303