Independent Family Office’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 | $1.94M | Hold |
29,342
| – | – | 0.9% | 20 |
|
2025
Q1 | $1.61M | Hold |
29,342
| – | – | 0.85% | 20 |
|
2024
Q4 | $1.95M | Hold |
29,342
| – | – | 1.01% | 15 |
|
2024
Q3 | $2.54M | Sell |
29,342
-7,118
| -20% | -$617K | 1.28% | 15 |
|
2024
Q2 | $2.37M | Hold |
36,460
| – | – | 1.35% | 16 |
|
2024
Q1 | $2.72M | Hold |
36,460
| – | – | 1.46% | 16 |
|
2023
Q4 | $2.32M | Sell |
36,460
-7,040
| -16% | -$449K | 1.31% | 14 |
|
2023
Q3 | $2.25M | Hold |
43,500
| – | – | 1.4% | 14 |
|
2023
Q2 | $2.73M | Sell |
43,500
-17,989
| -29% | -$1.13M | 1.65% | 14 |
|
2023
Q1 | $4.29M | Hold |
61,489
| – | – | 2.47% | 11 |
|
2022
Q4 | $2.99M | Hold |
61,489
| – | – | 1.8% | 14 |
|
2022
Q3 | $2.63M | Buy |
+61,489
| New | +$2.63M | 1.3% | 15 |
|
2022
Q2 | – | Sell |
-44,089
| Closed | -$5.42M | – | 72 |
|
2022
Q1 | $5.42M | Buy |
+44,089
| New | +$5.42M | 1.77% | 9 |
|