SWA
SFMG Wealth Advisors’s Sprouts Farmers Market SFM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $264K | Hold |
1,606
| – | – | 0.02% | 224 |
|
|
2025
Q1 | $245K | Sell |
1,606
-514
| -24% | -$78.5K | 0.02% | 229 |
|
|
2024
Q4 | $269K | Hold |
2,120
| – | – | 0.02% | 214 |
|
|
2024
Q3 | $234K | Buy |
+2,120
| New | +$234K | 0.02% | 221 |
|
|
2024
Q2 | – | Sell |
-4,716
| Closed | -$304K | – | 286 |
|
|
2024
Q1 | $304K | Hold |
4,716
| – | – | 0.03% | 195 |
|
|
2023
Q4 | $227K | Sell |
4,716
-300
| -6% | -$14.4K | 0.02% | 224 |
|
|
2023
Q3 | $215K | Buy |
+5,016
| New | +$215K | 0.02% | 214 |
|