CWM
Compass Wealth Management’s ScottsMiracle-Gro SMG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.06M | Buy |
91,898
+17,775
| +24% | +$1.17M | 1.44% | 18 |
|
|
2025
Q1 | $4.07M | Buy |
74,123
+4,000
| +6% | +$220K | 1.04% | 36 |
|
|
2024
Q4 | $4.65M | Buy |
70,123
+2,497
| +4% | +$166K | 1.12% | 29 |
|
|
2024
Q3 | $5.86M | Buy |
67,626
+1,765
| +3% | +$153K | 1.38% | 22 |
|
|
2024
Q2 | $4.28M | Buy |
65,861
+5,925
| +10% | +$385K | 1.06% | 33 |
|
|
2024
Q1 | $4.47M | Buy |
59,936
+9,083
| +18% | +$677K | 1.12% | 32 |
|
|
2023
Q4 | $3.24M | Sell |
50,853
-1,900
| -4% | -$121K | 0.91% | 43 |
|
|
2023
Q3 | $2.73M | Buy |
52,753
+15,630
| +42% | +$808K | 0.86% | 43 |
|
|
2023
Q2 | $2.33M | Buy |
37,123
+11,459
| +45% | +$718K | 0.7% | 45 |
|
|
2023
Q1 | $1.79M | Sell |
25,664
-1,880
| -7% | -$131K | 0.57% | 61 |
|
|
2022
Q4 | $1.34M | Buy |
+27,544
| New | +$1.34M | 0.44% | 69 |
|