AE 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 | $3.45M | Buy |
35,086
+2,350
| +7% | +$231K | 0.03% | 420 |
|
|
2025
Q1 | $3.88M | Buy |
32,736
+3,967
| +14% | +$470K | 0.03% | 395 |
|
|
2024
Q4 | $3.17M | Buy |
28,769
+5,999
| +26% | +$661K | 0.03% | 436 |
|
|
2024
Q3 | $2.76M | Buy |
+22,770
| New | +$2.76M | 0.03% | 451 |
|
|
2024
Q1 | – | Sell |
-17,185
| Closed | -$2.26M | – | 1844 |
|
|
2023
Q4 | $2.26M | Buy |
17,185
+1,081
| +7% | +$142K | 0.01% | 859 |
|
|
2023
Q3 | $1.98M | Buy |
16,104
+651
| +4% | +$80K | 0.01% | 854 |
|
|
2023
Q2 | $2.28M | Buy |
15,453
+461
| +3% | +$68.1K | 0.01% | 806 |
|
|
2023
Q1 | $2.36M | Sell |
14,992
-762
| -5% | -$120K | 0.02% | 742 |
|
|
2022
Q4 | $2.5M | Buy |
15,754
+842
| +6% | +$133K | 0.02% | 671 |
|
|
2022
Q3 | $2.05M | Buy |
14,912
+802
| +6% | +$110K | 0.02% | 694 |
|
|
2022
Q2 | $1.81M | Buy |
14,110
+130
| +0.9% | +$16.6K | 0.01% | 701 |
|
|
2022
Q1 | $1.89M | Buy |
13,980
+1,359
| +11% | +$184K | 0.01% | 715 |
|
|
2021
Q4 | $1.71M | Buy |
12,621
+784
| +7% | +$106K | 0.01% | 745 |
|
|
2021
Q3 | $1.42M | Sell |
11,837
-11,621
| -50% | -$1.4M | 0.01% | 762 |
|
|
2021
Q2 | $3.04M | Buy |
23,458
+16,299
| +228% | +$2.11M | 0.03% | 503 |
|
|
2021
Q1 | $906K | Buy |
7,159
+288
| +4% | +$36.4K | 0.01% | 804 |
|
|
2020
Q4 | $794K | Buy |
6,871
+1,542
| +29% | +$178K | 0.01% | 784 |
|
|
2020
Q3 | $616K | Buy |
5,329
+1,126
| +27% | +$130K | 0.01% | 803 |
|
|
2020
Q2 | $445K | Buy |
4,203
+517
| +14% | +$54.7K | 0.01% | 912 |
|
|
2020
Q1 | $409K | Sell |
3,686
-329
| -8% | -$36.5K | 0.01% | 744 |
|
|
2019
Q4 | $418K | Buy |
4,015
+824
| +26% | +$85.8K | 0.01% | 790 |
|
|
2019
Q3 | $351K | Buy |
+3,191
| New | +$351K | 0.01% | 722 |
|