Montag & Associates’s ScottsMiracle-Gro SMG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$22.8K	Hold	375	–	–	﹤0.01%	671
2025 Q4	$21.9K	Sell	375 -31	-8%	-$1.74K	﹤0.01%	690
2025 Q3	$23.1K	Sell	406 -1,363	-77%	-$86K	﹤0.01%	681
2025 Q2	$117K	Sell	1,769 -125	-7%	-$7.23K	0.01%	458
2025 Q1	$104K	Hold	1,894	–	–	0.01%	499
2024 Q4	$126K	Hold	1,894	–	–	0.01%	472
2024 Q3	$164K	Hold	1,894	–	–	0.01%	447
2024 Q2	$123K	Hold	1,894	–	–	0.01%	468
2024 Q1	$141K	Hold	1,894	–	–	0.01%	450
2023 Q4	$121K	Hold	1,894	–	–	0.01%	450
2023 Q3	$97.9K	Hold	1,894	–	–	0.01%	463
2023 Q2	$119K	Hold	1,894	–	–	0.01%	454
2023 Q1	$132K	Hold	1,894	–	–	0.01%	437
2022 Q4	$92K	Hold	1,894	–	–	0.01%	460
2022 Q3	$81K	Hold	1,894	–	–	0.01%	469
2022 Q2	$150K	Hold	1,894	–	–	0.01%	397
2022 Q1	$233K	Hold	1,894	–	–	0.01%	373
2021 Q4	$305K	Hold	1,894	–	–	0.02%	347
2021 Q3	$277K	Hold	1,894	–	–	0.01%	350
2021 Q2	$364K	Hold	1,894	–	–	0.02%	320
2021 Q1	$464K	Hold	1,894	–	–	0.03%	301
2020 Q4	$377K	Buy	+1,894	New	+$325K	0.02%	296