Abound Wealth Management’s J.M. Smucker SJM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $990 | Hold |
10
| – | – | ﹤0.01% | 803 |
|
2025
Q1 | $1.19K | Sell |
10
-16
| -62% | -$1.91K | ﹤0.01% | 744 |
|
2024
Q4 | $2.9K | Buy |
26
+16
| +160% | +$1.78K | ﹤0.01% | 630 |
|
2024
Q3 | $1.22K | Hold |
10
| – | – | ﹤0.01% | 761 |
|
2024
Q2 | $1.1K | Hold |
10
| – | – | ﹤0.01% | 715 |
|
2024
Q1 | $1.27K | Sell |
10
-6
| -38% | -$761 | ﹤0.01% | 745 |
|
2023
Q4 | $2.03K | Hold |
16
| – | – | ﹤0.01% | 653 |
|
2023
Q3 | $1.98K | Sell |
16
-7
| -30% | -$865 | ﹤0.01% | 616 |
|
2023
Q2 | $3.42K | Buy |
23
+13
| +130% | +$1.93K | ﹤0.01% | 566 |
|
2023
Q1 | $1.59K | Hold |
10
| – | – | ﹤0.01% | 610 |
|
2022
Q4 | $1.6K | Hold |
10
| – | – | ﹤0.01% | 569 |
|
2022
Q3 | $1.38K | Buy |
+10
| New | +$1.38K | ﹤0.01% | 550 |
|