Carson Wealth (CWM LLC)’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 | $1.13M | Buy |
17,121
+13,574
| +383% | +$895K | ﹤0.01% | 1186 |
|
|
2025
Q1 | $195K | Sell |
3,547
-2,835
| -44% | -$156K | ﹤0.01% | 1935 |
|
|
2024
Q4 | $423K | Sell |
6,382
-4,460
| -41% | -$296K | ﹤0.01% | 1451 |
|
|
2024
Q3 | $940K | Buy |
10,842
+1,011
| +10% | +$87.7K | ﹤0.01% | 1076 |
|
|
2024
Q2 | $640K | Sell |
9,831
-32,481
| -77% | -$2.11M | ﹤0.01% | 1098 |
|
|
2024
Q1 | $3.16M | Sell |
42,312
-11,538
| -21% | -$861K | 0.02% | 517 |
|
|
2023
Q4 | $3.43M | Sell |
53,850
-3,603
| -6% | -$230K | 0.02% | 466 |
|
|
2023
Q3 | $2.97M | Sell |
57,453
-4,553
| -7% | -$235K | 0.02% | 458 |
|
|
2023
Q2 | $3.89M | Sell |
62,006
-5,021
| -7% | -$315K | 0.02% | 391 |
|
|
2023
Q1 | $4.67M | Sell |
67,027
-2,539
| -4% | -$177K | 0.03% | 332 |
|
|
2022
Q4 | $3.38M | Sell |
69,566
-10,265
| -13% | -$499K | 0.02% | 377 |
|
|
2022
Q3 | $3.41M | Sell |
79,831
-2,605
| -3% | -$111K | 0.03% | 339 |
|
|
2022
Q2 | $6.51M | Sell |
82,436
-9,043
| -10% | -$714K | 0.05% | 253 |
|
|
2022
Q1 | $11.2M | Sell |
91,479
-22,777
| -20% | -$2.8M | 0.08% | 194 |
|
|
2021
Q4 | $18.4M | Buy |
+114,256
| New | +$18.4M | 0.13% | 156 |
|
|
2021
Q2 | $13M | Hold |
67,669
| – | – | 0.1% | 176 |
|
|
2021
Q1 | $13M | Hold |
67,669
| – | – | 0.1% | 176 |
|
|
2020
Q4 | $13M | Hold |
67,669
| – | – | 0.1% | 176 |
|
|
2020
Q3 | $13M | Hold |
67,669
| – | – | 0.1% | 176 |
|
|
2020
Q2 | $13M | Hold |
67,669
| – | – | 0.1% | 176 |
|
|
2020
Q1 | $13M | Hold |
67,669
| – | – | 0.1% | 176 |
|
|
2019
Q4 | $13M | Hold |
67,669
| – | – | 0.1% | 176 |
|
|
2019
Q3 | $13M | Hold |
67,669
| – | – | 0.1% | 176 |
|
|
2019
Q2 | $13M | Hold |
67,669
| – | – | 0.1% | 176 |
|
|
2019
Q1 | $13M | Buy |
67,669
+34,257
| +103% | +$6.57M | 0.1% | 176 |
|
|
2018
Q4 | $2.05M | Buy |
33,412
+4,766
| +17% | +$293K | 0.05% | 282 |
|
|
2018
Q3 | $2.26M | Buy |
28,646
+11,042
| +63% | +$869K | 0.06% | 247 |
|
|
2018
Q2 | $1.46M | Sell |
17,604
-392
| -2% | -$32.6K | 0.05% | 240 |
|
|
2018
Q1 | $1.54M | Buy |
17,996
+17,614
| +4,611% | +$1.51M | 0.06% | 199 |
|
|
2017
Q4 | $41K | Hold |
382
| – | – | ﹤0.01% | 566 |
|
|
2017
Q3 | $37K | Buy |
382
+49
| +15% | +$4.75K | ﹤0.01% | 576 |
|
|
2017
Q2 | $30K | Hold |
333
| – | – | ﹤0.01% | 569 |
|
|
2017
Q1 | $31K | Hold |
333
| – | – | ﹤0.01% | 535 |
|
|
2016
Q4 | $32K | Hold |
333
| – | – | ﹤0.01% | 509 |
|
|
2016
Q3 | $28K | Hold |
333
| – | – | ﹤0.01% | 507 |
|
|
2016
Q2 | $23K | Hold |
333
| – | – | ﹤0.01% | 455 |
|
|
2016
Q1 | $24K | Buy |
+333
| New | +$24K | ﹤0.01% | 420 |
|