Montag & Associates’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 | $117K | Sell |
1,769
-125
| -7% | -$8.25K | 0.01% | 454 |
|
|
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% | 449 |
|
|
2023
Q1 | $132K | Hold |
1,894
| – | – | 0.01% | 435 |
|
|
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 | +$377K | 0.02% | 296 |
|