Addison Advisors’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 | $3.63K | Hold |
37
| – | – | ﹤0.01% | 727 |
|
|
2025
Q1 | $4.38K | Sell |
37
-113
| -75% | -$13.4K | ﹤0.01% | 686 |
|
|
2024
Q4 | $16.5K | Hold |
150
| – | – | ﹤0.01% | 531 |
|
|
2024
Q3 | $18.2K | Hold |
150
| – | – | 0.01% | 517 |
|
|
2024
Q2 | $16.4K | Sell |
150
-184
| -55% | -$20.1K | 0.01% | 507 |
|
|
2024
Q1 | $42K | Hold |
334
| – | – | 0.01% | 384 |
|
|
2023
Q4 | $42.2K | Buy |
334
+33
| +11% | +$4.17K | 0.02% | 376 |
|
|
2023
Q3 | $37K | Hold |
301
| – | – | 0.02% | 362 |
|
|
2023
Q2 | $44.4K | Hold |
301
| – | – | 0.02% | 332 |
|
|
2023
Q1 | $47.4K | Hold |
301
| – | – | 0.03% | 303 |
|
|
2022
Q4 | $47.7K | Sell |
301
-125
| -29% | -$19.8K | 0.03% | 293 |
|
|
2022
Q3 | $59K | Buy |
426
+125
| +42% | +$17.3K | 0.04% | 245 |
|
|
2022
Q2 | $39K | Hold |
301
| – | – | 0.02% | 291 |
|
|
2022
Q1 | $41K | Hold |
301
| – | – | 0.02% | 310 |
|
|
2021
Q4 | $41K | Hold |
301
| – | – | 0.03% | 263 |
|
|
2021
Q3 | $36K | Hold |
301
| – | – | 0.03% | 210 |
|
|
2021
Q2 | $39K | Buy |
+301
| New | +$39K | 0.03% | 203 |
|
|
2020
Q4 | $35K | Buy |
+301
| New | +$35K | 0.03% | 207 |
|