Advisornet Financial’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 | $27.2K | Buy |
277
+8
| +3% | +$786 | ﹤0.01% | 1163 |
|
|
2025
Q1 | $31.9K | Sell |
269
-26
| -9% | -$3.08K | ﹤0.01% | 1048 |
|
|
2024
Q4 | $32.5K | Sell |
295
-40
| -12% | -$4.41K | ﹤0.01% | 995 |
|
|
2024
Q3 | $40.6K | Buy |
335
+289
| +628% | +$35K | ﹤0.01% | 957 |
|
|
2024
Q2 | $5.02K | Buy |
+46
| New | +$5.02K | ﹤0.01% | 1449 |
|
|
2024
Q1 | – | Sell |
-5
| Closed | -$632 | – | 2445 |
|
|
2023
Q4 | $632 | Buy |
+5
| New | +$632 | ﹤0.01% | 2030 |
|
|
2023
Q3 | – | Sell |
-72
| Closed | -$10.6K | – | 2396 |
|
|
2023
Q2 | $10.6K | Sell |
72
-23
| -24% | -$3.4K | ﹤0.01% | 1306 |
|
|
2023
Q1 | $15K | Sell |
95
-3
| -3% | -$472 | ﹤0.01% | 1174 |
|
|
2022
Q4 | $15.5K | Buy |
98
+52
| +113% | +$8.24K | ﹤0.01% | 1138 |
|
|
2022
Q3 | $6K | Buy |
46
+1
| +2% | +$130 | ﹤0.01% | 1467 |
|
|
2022
Q2 | $6K | Sell |
45
-155
| -78% | -$20.7K | ﹤0.01% | 1469 |
|
|
2022
Q1 | $27K | Sell |
200
-23
| -10% | -$3.11K | ﹤0.01% | 1154 |
|
|
2021
Q4 | $30K | Buy |
223
+9
| +4% | +$1.21K | ﹤0.01% | 1168 |
|
|
2021
Q3 | $26K | Hold |
214
| – | – | ﹤0.01% | 1179 |
|
|
2021
Q2 | $28K | Hold |
214
| – | – | ﹤0.01% | 1139 |
|
|
2021
Q1 | $27K | Hold |
214
| – | – | ﹤0.01% | 1102 |
|
|
2020
Q4 | $25K | Hold |
214
| – | – | ﹤0.01% | 1067 |
|
|
2020
Q3 | $25K | Hold |
214
| – | – | ﹤0.01% | 1031 |
|
|
2020
Q2 | $23K | Buy |
214
+5
| +2% | +$537 | ﹤0.01% | 1067 |
|
|
2020
Q1 | $23K | Sell |
209
-11
| -5% | -$1.21K | ﹤0.01% | 1028 |
|
|
2019
Q4 | $23K | Buy |
220
+17
| +8% | +$1.78K | ﹤0.01% | 1146 |
|
|
2019
Q3 | $22K | Buy |
203
+53
| +35% | +$5.74K | ﹤0.01% | 1160 |
|
|
2019
Q2 | $17K | Hold |
150
| – | – | ﹤0.01% | 1094 |
|
|
2019
Q1 | $17K | Hold |
150
| – | – | ﹤0.01% | 1042 |
|
|
2018
Q4 | $14K | Hold |
150
| – | – | ﹤0.01% | 1011 |
|
|
2018
Q3 | $15K | Sell |
150
-4
| -3% | -$400 | ﹤0.01% | 1028 |
|
|
2018
Q2 | $17K | Sell |
154
-30
| -16% | -$3.31K | ﹤0.01% | 991 |
|
|
2018
Q1 | $23K | Hold |
184
| – | – | ﹤0.01% | 899 |
|
|
2017
Q4 | $23K | Buy |
+184
| New | +$23K | ﹤0.01% | 833 |
|