Schwarz Dygos Wheeler Investment Advisors’s Sleep Number SNBR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.27M | Sell |
187,863
-208,914
| -53% | -$1.41M | 0.29% | 61 |
|
|
2025
Q1 | $2.52M | Buy |
396,777
+259,314
| +189% | +$1.64M | 0.6% | 40 |
|
|
2024
Q4 | $2.09M | Buy |
137,463
+1,496
| +1% | +$22.8K | 0.51% | 42 |
|
|
2024
Q3 | $2.49M | Sell |
135,967
-31,711
| -19% | -$581K | 0.62% | 37 |
|
|
2024
Q2 | $1.6M | Hold |
167,678
| – | – | 0.43% | 47 |
|
|
2024
Q1 | $2.69M | Buy |
167,678
+50,281
| +43% | +$806K | 0.75% | 31 |
|
|
2023
Q4 | $1.74M | Buy |
117,397
+60,280
| +106% | +$894K | 0.54% | 41 |
|
|
2023
Q3 | $1.4M | Buy |
57,117
+1,975
| +4% | +$48.6K | 0.48% | 43 |
|
|
2023
Q2 | $1.5M | Hold |
55,142
| – | – | 0.5% | 43 |
|
|
2023
Q1 | $1.68M | Sell |
55,142
-650
| -1% | -$19.8K | 0.61% | 41 |
|
|
2022
Q4 | $1.45M | Buy |
55,792
+200
| +0.4% | +$5.2K | 0.57% | 42 |
|
|
2022
Q3 | $1.88M | Sell |
55,592
-2,375
| -4% | -$80.3K | 0.83% | 34 |
|
|
2022
Q2 | $1.79M | Sell |
57,967
-35,700
| -38% | -$1.1M | 0.72% | 36 |
|
|
2022
Q1 | $4.75M | Buy |
93,667
+2,950
| +3% | +$150K | 1.6% | 14 |
|
|
2021
Q4 | $6.95M | Sell |
90,717
-21,375
| -19% | -$1.64M | 2.35% | 9 |
|
|
2021
Q3 | $10.5M | Buy |
112,092
+29,100
| +35% | +$2.72M | 3.83% | 5 |
|
|
2021
Q2 | $9.13M | Buy |
82,992
+1,000
| +1% | +$110K | 3.31% | 5 |
|
|
2021
Q1 | $11.8M | Buy |
81,992
+4,376
| +6% | +$628K | 4.85% | 3 |
|
|
2020
Q4 | $6.35M | Buy |
77,616
+2,701
| +4% | +$221K | 3.06% | 7 |
|
|
2020
Q3 | $3.66M | Sell |
74,915
-25,700
| -26% | -$1.26M | 2.07% | 11 |
|
|
2020
Q2 | $4.99M | Sell |
100,615
-1,725
| -2% | -$85.5K | 3.25% | 6 |
|
|
2020
Q1 | $1.96M | Buy |
102,340
+10,150
| +11% | +$194K | 1.66% | 14 |
|
|
2019
Q4 | $4.54M | Sell |
92,190
-100
| -0.1% | -$4.92K | 3.1% | 8 |
|
|
2019
Q3 | $3.81M | Sell |
92,290
-1,800
| -2% | -$74.4K | 3.03% | 8 |
|
|
2019
Q2 | $3.8M | Sell |
94,090
-3,400
| -3% | -$137K | 3.13% | 8 |
|
|
2019
Q1 | $4.58M | Buy |
97,490
+63,500
| +187% | +$2.98M | 3.93% | 4 |
|
|
2018
Q4 | $1.08M | Buy |
+33,990
| New | +$1.08M | 1.16% | 26 |
|