Advantage Trust Company’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 | $2.95K | Buy |
+30
| New | +$2.95K | ﹤0.01% | 203 |
|
|
2025
Q1 | – | Sell |
-200
| Closed | -$22K | – | 183 |
|
|
2024
Q4 | $22K | Hold |
200
| – | – | 0.01% | 132 |
|
|
2024
Q3 | $24.2K | Hold |
200
| – | – | 0.02% | 122 |
|
|
2024
Q2 | $21.8K | Hold |
200
| – | – | 0.02% | 140 |
|
|
2024
Q1 | $25.2K | Hold |
200
| – | – | 0.02% | 132 |
|
|
2023
Q4 | $25.3K | Buy |
+200
| New | +$25.3K | 0.02% | 137 |
|