Pinnacle Wealth Planning Services’s Sprouts Farmers Market SFM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $778K | Sell |
4,723
-12
| -0.3% | -$1.98K | 0.1% | 121 |
|
|
2025
Q1 | $723K | Buy |
4,735
+5
| +0.1% | +$763 | 0.11% | 113 |
|
|
2024
Q4 | $601K | Sell |
4,730
-3,825
| -45% | -$486K | 0.09% | 135 |
|
|
2024
Q3 | $945K | Buy |
8,555
+1,212
| +17% | +$134K | 0.13% | 102 |
|
|
2024
Q2 | $614K | Sell |
7,343
-803
| -10% | -$67.2K | 0.09% | 145 |
|
|
2024
Q1 | $525K | Buy |
8,146
+84
| +1% | +$5.42K | 0.08% | 178 |
|
|
2023
Q4 | $388K | Sell |
8,062
-16
| -0.2% | -$770 | 0.06% | 212 |
|
|
2023
Q3 | $346K | Sell |
8,078
-1,772
| -18% | -$75.8K | 0.06% | 222 |
|
|
2023
Q2 | $362K | Sell |
9,850
-214
| -2% | -$7.86K | 0.06% | 226 |
|
|
2023
Q1 | $353K | Sell |
10,064
-423
| -4% | -$14.8K | 0.06% | 237 |
|
|
2022
Q4 | $339K | Buy |
10,487
+16
| +0.2% | +$518 | 0.06% | 238 |
|
|
2022
Q3 | $291K | Buy |
10,471
+156
| +2% | +$4.34K | 0.05% | 244 |
|
|
2022
Q2 | $261K | Sell |
10,315
-637
| -6% | -$16.1K | 0.05% | 275 |
|
|
2022
Q1 | $350K | Buy |
10,952
+477
| +5% | +$15.2K | 0.06% | 241 |
|
|
2021
Q4 | $311K | Buy |
+10,475
| New | +$311K | 0.06% | 254 |
|
|
2021
Q1 | – | Sell |
-10
| Closed | – | – | 1656 |
|
|
2020
Q4 | $0 | Buy |
+10
| New | – | ﹤0.01% | 2302 |
|