Carson Wealth (CWM LLC)’s Sprouts Farmers Market SFM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $557K | Buy |
3,384
+583
| +21% | +$96K | ﹤0.01% | 1540 |
|
|
2025
Q1 | $428K | Buy |
2,801
+230
| +9% | +$35.1K | ﹤0.01% | 1518 |
|
|
2024
Q4 | $327K | Buy |
2,571
+78
| +3% | +$9.92K | ﹤0.01% | 1542 |
|
|
2024
Q3 | $275K | Buy |
2,493
+362
| +17% | +$39.9K | ﹤0.01% | 1590 |
|
|
2024
Q2 | $178K | Buy |
2,131
+239
| +13% | +$20K | ﹤0.01% | 1643 |
|
|
2024
Q1 | $122K | Buy |
1,892
+345
| +22% | +$22.2K | ﹤0.01% | 1766 |
|
|
2023
Q4 | $74K | Sell |
1,547
-164
| -10% | -$7.85K | ﹤0.01% | 1937 |
|
|
2023
Q3 | $73K | Sell |
1,711
-325
| -16% | -$13.9K | ﹤0.01% | 1843 |
|
|
2023
Q2 | $75K | Sell |
2,036
-141
| -6% | -$5.19K | ﹤0.01% | 1724 |
|
|
2023
Q1 | $76K | Buy |
2,177
+221
| +11% | +$7.72K | ﹤0.01% | 1636 |
|
|
2022
Q4 | $63K | Buy |
1,956
+445
| +29% | +$14.3K | ﹤0.01% | 1611 |
|
|
2022
Q3 | $42K | Sell |
1,511
-329
| -18% | -$9.15K | ﹤0.01% | 1744 |
|
|
2022
Q2 | $47K | Buy |
1,840
+684
| +59% | +$17.5K | ﹤0.01% | 1655 |
|
|
2022
Q1 | $37K | Sell |
1,156
-331
| -22% | -$10.6K | ﹤0.01% | 1753 |
|
|
2021
Q4 | $44K | Buy |
+1,487
| New | +$44K | ﹤0.01% | 1627 |
|
|
2021
Q2 | $16K | Hold |
657
| – | – | ﹤0.01% | 1898 |
|
|
2021
Q1 | $16K | Hold |
657
| – | – | ﹤0.01% | 1898 |
|
|
2020
Q4 | $16K | Hold |
657
| – | – | ﹤0.01% | 1898 |
|
|
2020
Q3 | $16K | Hold |
657
| – | – | ﹤0.01% | 1898 |
|
|
2020
Q2 | $16K | Hold |
657
| – | – | ﹤0.01% | 1898 |
|
|
2020
Q1 | $16K | Hold |
657
| – | – | ﹤0.01% | 1898 |
|
|
2019
Q4 | $16K | Hold |
657
| – | – | ﹤0.01% | 1898 |
|
|
2019
Q3 | $16K | Hold |
657
| – | – | ﹤0.01% | 1898 |
|
|
2019
Q2 | $16K | Hold |
657
| – | – | ﹤0.01% | 1898 |
|
|
2019
Q1 | $16K | Sell |
657
-62
| -9% | -$1.51K | ﹤0.01% | 1898 |
|
|
2018
Q4 | $17K | Buy |
719
+106
| +17% | +$2.51K | ﹤0.01% | 1184 |
|
|
2018
Q3 | $17K | Sell |
613
-182
| -23% | -$5.05K | ﹤0.01% | 996 |
|
|
2018
Q2 | $18K | Sell |
795
-111,192
| -99% | -$2.52M | ﹤0.01% | 858 |
|
|
2018
Q1 | $2.63M | Sell |
111,987
-14,476
| -11% | -$340K | 0.1% | 152 |
|
|
2017
Q4 | $3.08M | Sell |
126,463
-4,451
| -3% | -$108K | 0.14% | 127 |
|
|
2017
Q3 | $2.46M | Buy |
130,914
+40,288
| +44% | +$756K | 0.12% | 134 |
|
|
2017
Q2 | $2.05M | Sell |
90,626
-6,969
| -7% | -$158K | 0.11% | 153 |
|
|
2017
Q1 | $2.26M | Buy |
97,595
+97,295
| +32,432% | +$2.25M | 0.13% | 144 |
|
|
2016
Q4 | $6K | Sell |
300
-520
| -63% | -$10.4K | ﹤0.01% | 826 |
|
|
2016
Q3 | $17K | Buy |
+820
| New | +$17K | ﹤0.01% | 577 |
|