AOWM
Alpha Omega Wealth Management’s J.M. Smucker SJM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $979K | Sell |
9,969
-48
| -0.5% | -$4.71K | 0.18% | 118 |
|
|
2025
Q1 | $1.19M | Hold |
10,017
| – | – | 0.23% | 102 |
|
|
2024
Q4 | $1.1M | Sell |
10,017
-104
| -1% | -$11.5K | 0.21% | 106 |
|
|
2024
Q3 | $1.23M | Sell |
10,121
-187
| -2% | -$22.6K | 0.23% | 104 |
|
|
2024
Q2 | $1.12M | Sell |
10,308
-108
| -1% | -$11.8K | 0.21% | 107 |
|
|
2024
Q1 | $1.31M | Hold |
10,416
| – | – | 0.24% | 99 |
|
|
2023
Q4 | $1.32M | Hold |
10,416
| – | – | 0.22% | 94 |
|
|
2023
Q3 | $1.28M | Sell |
10,416
-118
| -1% | -$14.5K | 0.22% | 93 |
|
|
2023
Q2 | $1.56M | Sell |
10,534
-321
| -3% | -$47.4K | 0.26% | 91 |
|
|
2023
Q1 | $1.71M | Sell |
10,855
-210
| -2% | -$33K | 0.3% | 88 |
|
|
2022
Q4 | $1.75M | Sell |
11,065
-120
| -1% | -$19K | 0.31% | 85 |
|
|
2022
Q3 | $1.54M | Hold |
11,185
| – | – | 0.29% | 88 |
|
|
2022
Q2 | $1.43M | Sell |
11,185
-5
| -0% | -$640 | 0.26% | 91 |
|
|
2022
Q1 | $1.52M | Sell |
11,190
-162
| -1% | -$21.9K | 0.24% | 95 |
|
|
2021
Q4 | $1.62M | Sell |
11,352
-38
| -0.3% | -$5.43K | 0.25% | 92 |
|
|
2021
Q3 | $1.37M | Buy |
11,390
+377
| +3% | +$45.2K | 0.22% | 97 |
|
|
2021
Q2 | $1.43M | Sell |
11,013
-117
| -1% | -$15.2K | 0.23% | 97 |
|
|
2021
Q1 | $1.41M | Sell |
11,130
-221
| -2% | -$28K | 0.25% | 94 |
|
|
2020
Q4 | $1.31M | Sell |
11,351
-268
| -2% | -$31K | 0.22% | 91 |
|
|
2020
Q3 | $1.34M | Sell |
11,619
-217
| -2% | -$25.1K | 0.19% | 83 |
|
|
2020
Q2 | $1.25M | Hold |
11,836
| – | – | 0.19% | 82 |
|
|
2020
Q1 | $1.31M | Buy |
11,836
+3
| +0% | +$333 | 0.24% | 72 |
|
|
2019
Q4 | $1.23M | Sell |
11,833
-1,230
| -9% | -$128K | 0.2% | 87 |
|
|
2019
Q3 | $1.39M | Buy |
+13,063
| New | +$1.39M | 0.23% | 84 |
|