Ameritas Advisory Services’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 | $22.7K | Buy |
+231
| New | +$22.7K | ﹤0.01% | 1689 |
|
|
2023
Q2 | – | Sell |
-125
| Closed | -$19.5K | – | 2205 |
|
|
2023
Q1 | $19.5K | Sell |
125
-2,324
| -95% | -$362K | ﹤0.01% | 1658 |
|
|
2022
Q4 | $388K | Buy |
2,449
+7
| +0.3% | +$1.11K | 0.02% | 616 |
|
|
2022
Q3 | $336K | Buy |
2,442
+66
| +3% | +$9.08K | 0.02% | 548 |
|
|
2022
Q2 | $304K | Hold |
2,376
| – | – | 0.02% | 613 |
|
|
2022
Q1 | $322K | Sell |
2,376
-2
| -0.1% | -$271 | 0.01% | 643 |
|
|
2021
Q4 | $323K | Buy |
+2,378
| New | +$323K | 0.01% | 627 |
|