Integrated Wealth Concepts’s Sprouts Farmers Market SFM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$501K Sell
3,041
-1,824
-37% -$300K 0.01% 1271
2025
Q1
$743K Sell
4,865
-361
-7% -$55.1K 0.01% 962
2024
Q4
$664K Buy
5,226
+112
+2% +$14.2K 0.01% 997
2024
Q3
$565K Buy
5,114
+1,040
+26% +$115K 0.01% 1030
2024
Q2
$341K Buy
4,074
+83
+2% +$6.94K ﹤0.01% 1248
2024
Q1
$257K Buy
+3,991
New +$257K ﹤0.01% 1402