NewEdge Wealth’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 | – | Sell |
-41,529
| Closed | -$2.28M | – | 1027 |
|
2025
Q1 | $2.28M | Buy |
41,529
+8,882
| +27% | +$488K | 0.04% | 331 |
|
2024
Q4 | $2.17M | Sell |
32,647
-7,660
| -19% | -$508K | 0.04% | 336 |
|
2024
Q3 | $3.49M | Buy |
40,307
+2,131
| +6% | +$185K | 0.06% | 264 |
|
2024
Q2 | $2.48M | Buy |
38,176
+607
| +2% | +$39.5K | 0.05% | 288 |
|
2024
Q1 | $2.58M | Buy |
37,569
+3,563
| +10% | +$245K | 0.06% | 282 |
|
2023
Q4 | $2.17M | Buy |
34,006
+983
| +3% | +$62.7K | 0.06% | 283 |
|
2023
Q3 | $1.71M | Buy |
33,023
+2,692
| +9% | +$139K | 0.05% | 285 |
|
2023
Q2 | $1.9M | Buy |
30,331
+875
| +3% | +$54.9K | 0.06% | 259 |
|
2023
Q1 | $2.05M | Buy |
29,456
+3,672
| +14% | +$256K | 0.08% | 219 |
|
2022
Q4 | $1.25M | Sell |
25,784
-730
| -3% | -$35.5K | 0.05% | 265 |
|
2022
Q3 | $1.13M | Buy |
26,514
+1,286
| +5% | +$55K | 0.05% | 261 |
|
2022
Q2 | $1.99M | Buy |
25,228
+9,812
| +64% | +$775K | 0.09% | 190 |
|
2022
Q1 | $1.9M | Buy |
15,416
+3,346
| +28% | +$412K | 0.08% | 160 |
|
2021
Q4 | $1.94M | Sell |
12,070
-1,094
| -8% | -$176K | 0.08% | 173 |
|
2021
Q3 | $1.93M | Buy |
13,164
+1,338
| +11% | +$196K | 0.11% | 134 |
|
2021
Q2 | $2.27M | Buy |
11,826
+683
| +6% | +$131K | 0.17% | 116 |
|
2021
Q1 | $2.73M | Buy |
11,143
+9,139
| +456% | +$2.24M | 0.27% | 87 |
|
2020
Q4 | $399K | Buy |
+2,004
| New | +$399K | 0.12% | 118 |
|