Annis Gardner Whiting Capital Advisors’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 | $15.6K | Hold |
159
| – | – | 0.01% | 609 |
|
|
2025
Q1 | $18.8K | Hold |
159
| – | – | 0.01% | 465 |
|
|
2024
Q4 | $17.5K | Sell |
159
-26
| -14% | -$2.86K | ﹤0.01% | 460 |
|
|
2024
Q3 | $22.4K | Hold |
185
| – | – | 0.01% | 447 |
|
|
2024
Q2 | $20.2K | Hold |
185
| – | – | 0.01% | 569 |
|
|
2024
Q1 | $23.3K | Buy |
185
+26
| +16% | +$3.27K | 0.01% | 522 |
|
|
2023
Q4 | $20.1K | Hold |
159
| – | – | 0.01% | 402 |
|
|
2023
Q3 | $19.5K | Buy |
+159
| New | +$19.5K | 0.01% | 389 |
|