Ridgewood Investments’s ScottsMiracle-Gro SMG Stock Holding History

Ridgewood Investments’s Portfolio SMG Stock Details SMG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-2,500	Closed	-$137K	–	695
2025 Q1	$137K	Sell	2,500 -14	-0.6%	-$768	0.06%	215
2024 Q4	$167K	Hold	2,514	–	–	0.08%	186
2024 Q3	$218K	Hold	2,514	–	–	0.11%	160
2024 Q2	$164K	Buy	+2,514	New	+$164K	0.08%	193
2024 Q1	–	Sell	-9,932	Closed	-$633K	–	198
2023 Q4	$633K	Sell	9,932 -1,624	-14%	-$104K	0.37%	94
2023 Q3	$597K	Sell	11,556 -2,339	-17%	-$121K	0.39%	86
2023 Q2	$871K	Hold	13,895	–	–	0.5%	52
2023 Q1	$969K	Sell	13,895 -709	-5%	-$49.4K	0.59%	40
2022 Q4	$710K	Buy	14,604 +1,801	+14%	+$87.5K	0.5%	60
2022 Q3	$547K	Buy	12,803 +4,212	+49%	+$180K	0.46%	76
2022 Q2	$679K	Buy	8,591 +692	+9%	+$54.7K	0.53%	61
2022 Q1	$971K	Buy	7,899 +3,617	+84%	+$445K	0.64%	43
2021 Q4	$689K	Buy	4,282 +475	+12%	+$76.4K	0.44%	78
2021 Q3	$557K	Sell	3,807 -1,193	-24%	-$175K	0.38%	93
2021 Q2	$960K	Hold	5,000	–	–	0.62%	58
2021 Q1	$1.23M	Sell	5,000 -22	-0.4%	-$5.39K	0.75%	36
2020 Q4	$768K	Hold	5,022	–	–	0.61%	50
2020 Q3	$768K	Sell	5,022 -291	-5%	-$44.5K	0.6%	51
2020 Q2	$714K	Sell	5,313 -2,336	-31%	-$314K	0.59%	48
2020 Q1	$783K	Sell	7,649 -1,313	-15%	-$134K	0.79%	31
2019 Q4	$952K	Hold	8,962	–	–	0.67%	34
2019 Q3	$912K	Sell	8,962 -2,573	-22%	-$262K	0.71%	35
2019 Q2	$1.14M	Sell	11,535 -83	-0.7%	-$8.17K	0.89%	20
2019 Q1	$913K	Buy	11,618 +2,348	+25%	+$185K	0.75%	30
2018 Q4	$730K	Hold	9,270	–	–	0.58%	50
2018 Q3	$730K	Buy	9,270 +1,853	+25%	+$146K	0.58%	50
2018 Q2	$617K	Buy	7,417 +286	+4%	+$23.8K	0.55%	51
2018 Q1	$611K	Buy	7,131 +1,725	+32%	+$148K	0.56%	49
2017 Q4	$578K	Hold	5,406	–	–	0.52%	56
2017 Q3	$526K	Sell	5,406 -7	-0.1%	-$681	0.5%	53
2017 Q2	$484K	Sell	5,413 -1	-0%	-$89	0.49%	54
2017 Q1	$506K	Buy	5,414 +1	+0%	+$93	0.54%	48
2016 Q4	$517K	Buy	+5,413	New	+$517K	0.61%	47