Northwestern Mutual Wealth Management’s Simply Good Foods SMPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $180K | Buy |
5,710
+152
| +3% | +$4.8K | ﹤0.01% | 1785 |
|
|
2025
Q1 | $192K | Sell |
5,558
-11
| -0.2% | -$379 | ﹤0.01% | 1678 |
|
|
2024
Q4 | $217K | Buy |
5,569
+4,009
| +257% | +$156K | ﹤0.01% | 1621 |
|
|
2024
Q3 | $54.2K | Hold |
1,560
| – | – | ﹤0.01% | 2123 |
|
|
2024
Q2 | $56.4K | Hold |
1,560
| – | – | ﹤0.01% | 2047 |
|
|
2024
Q1 | $53.1K | Sell |
1,560
-8
| -0.5% | -$272 | ﹤0.01% | 2047 |
|
|
2023
Q4 | $62.1K | Buy |
1,568
+160
| +11% | +$6.34K | ﹤0.01% | 1968 |
|
|
2023
Q3 | $48.6K | Hold |
1,408
| – | – | ﹤0.01% | 1988 |
|
|
2023
Q2 | $51.5K | Sell |
1,408
-761
| -35% | -$27.8K | ﹤0.01% | 1970 |
|
|
2023
Q1 | $86.3K | Hold |
2,169
| – | – | ﹤0.01% | 1740 |
|
|
2022
Q4 | $82.5K | Hold |
2,169
| – | – | ﹤0.01% | 1738 |
|
|
2022
Q3 | $69K | Hold |
2,169
| – | – | ﹤0.01% | 1779 |
|
|
2022
Q2 | $82K | Hold |
2,169
| – | – | ﹤0.01% | 1724 |
|
|
2022
Q1 | $82K | Hold |
2,169
| – | – | ﹤0.01% | 1799 |
|
|
2021
Q4 | $90K | Sell |
2,169
-313
| -13% | -$13K | ﹤0.01% | 1751 |
|
|
2021
Q3 | $85K | Sell |
2,482
-27
| -1% | -$925 | ﹤0.01% | 1697 |
|
|
2021
Q2 | $92K | Buy |
2,509
+75
| +3% | +$2.75K | ﹤0.01% | 1625 |
|
|
2021
Q1 | $74K | Sell |
2,434
-1,300
| -35% | -$39.5K | ﹤0.01% | 1600 |
|
|
2020
Q4 | $117K | Buy |
3,734
+2,464
| +194% | +$77.2K | ﹤0.01% | 1345 |
|
|
2020
Q3 | $28K | Buy |
1,270
+555
| +78% | +$12.2K | ﹤0.01% | 1699 |
|
|
2020
Q2 | $13K | Sell |
715
-267
| -27% | -$4.86K | ﹤0.01% | 1842 |
|
|
2020
Q1 | $19K | Buy |
+982
| New | +$19K | ﹤0.01% | 1719 |
|