Pathstone Family Office’s Sprouts Farmers Market SFM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | $1.39M | Buy |
32,562
+6,497
| +25% | +$278K | 0.01% | 583 |
|
2023
Q2 | $957K | Buy |
26,065
+6,627
| +34% | +$243K | 0.01% | 505 |
|
2023
Q1 | $686K | Sell |
19,438
-29,316
| -60% | -$1.04M | 0.01% | 564 |
|
2022
Q4 | $1.47M | Sell |
48,754
-6,532
| -12% | -$196K | 0.01% | 598 |
|
2022
Q3 | $1.53M | Buy |
55,286
+24,957
| +82% | +$693K | 0.01% | 537 |
|
2022
Q2 | $768K | Sell |
30,329
-6,035
| -17% | -$153K | 0.02% | 416 |
|
2022
Q1 | $1.16M | Buy |
36,364
+3,180
| +10% | +$102K | 0.03% | 289 |
|
2021
Q4 | $985K | Buy |
33,184
+10,000
| +43% | +$297K | 0.02% | 344 |
|
2021
Q3 | $537K | Buy |
23,184
+755
| +3% | +$17.5K | 0.02% | 486 |
|
2021
Q2 | $557K | Buy |
+22,429
| New | +$557K | 0.02% | 426 |
|