WesBanco Bank’s Simply Good Foods SMPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $983K | Buy |
68,500
+36,500
| +114% | +$630K | 0.03% | 373 |
|
|
2025
Q4 | $643K | Buy |
+32,000
| New | +$666K | 0.02% | 437 |
|
|
2025
Q3 | – | Sell |
-41,946
| Closed | -$1.33M | – | 709 |
|
|
2025
Q2 | $1.33M | Hold |
41,946
| – | – | 0.04% | 312 |
|
|
2025
Q1 | $1.45M | Hold |
41,946
| – | – | 0.05% | 254 |
|
|
2024
Q4 | $1.64M | Hold |
41,946
| – | – | 0.06% | 235 |
|
|
2024
Q3 | $1.46M | Hold |
41,946
| – | – | 0.05% | 257 |
|
|
2024
Q2 | $1.52M | Hold |
41,946
| – | – | 0.06% | 227 |
|
|
2024
Q1 | $1.43M | Buy |
+41,946
| New | +$1.55M | 0.05% | 240 |
|
|
2023
Q4 | – | Sell |
-31,446
| Closed | -$1.09M | – | 526 |
|
|
2023
Q3 | $1.09M | Buy |
31,446
+18,300
| +139% | +$658K | 0.05% | 261 |
|
|
2023
Q2 | $481K | Hold |
13,146
| – | – | 0.02% | 416 |
|
|
2023
Q1 | $523K | Hold |
13,146
| – | – | 0.02% | 405 |
|
|
2022
Q4 | $500K | Buy |
+13,146
| New | +$485K | 0.02% | 400 |
|
|
2020
Q3 | $642K | Hold |
29,133
| – | – | 0.03% | 326 |
|
|
2020
Q2 | $541K | Sell |
29,133
-13,835
| -32% | -$245K | 0.03% | 342 |
|
|
2020
Q1 | $828K | Hold |
42,968
| – | – | 0.05% | 259 |
|
|
2019
Q4 | $1.23M | Hold |
42,968
| – | – | 0.06% | 246 |
|
|
2019
Q3 | $1.25M | Hold |
42,968
| – | – | 0.06% | 238 |
|
|
2019
Q2 | $1.03M | Hold |
42,968
| – | – | 0.05% | 253 |
|
|
2019
Q1 | $885K | Hold |
42,968
| – | – | 0.04% | 269 |
|
|
2018
Q4 | $812K | Buy |
42,968
+12,968
| +43% | +$245K | 0.05% | 251 |
|
|
2018
Q3 | $584K | Buy |
+30,000
| New | +$522K | 0.03% | 341 |
|
Other funds holding SMPL
VPM
VCM
BTW
RRAM
SAM
