Congress Wealth Management’s Sprouts Farmers Market SFM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$11.6M	Sell	70,724 -15,950	-18%	-$2.61M	0.11%	217
2025 Q1	$13.2M	Sell	86,674 -104,554	-55%	-$15.6M	0.16%	163
2024 Q4	$24.3M	Buy	191,228 +75,051	+65%	+$9.98M	0.33%	77
2024 Q3	$12.8M	Sell	116,177 -35,215	-23%	-$3.36M	0.17%	177
2024 Q2	$12.7M	Buy	151,392 +12,643	+9%	+$921K	0.2%	144
2024 Q1	$8.95M	Sell	138,749 -20,051	-13%	-$1.12M	0.15%	179
2023 Q4	$7.64M	Buy	158,800 +9,085	+6%	+$397K	0.14%	182
2023 Q3	$6.41M	Buy	149,715 +20,833	+16%	+$817K	0.13%	187
2023 Q2	$4.73M	Buy	128,882 +4,335	+3%	+$151K	0.11%	195
2023 Q1	$4.36M	Buy	+124,547	New	+$4.03M	0.11%	200