Apollon 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
Q1 | – | Sell |
-2,126
| Closed | -$234K | – | 1267 |
|
|
2024
Q4 | $234K | Sell |
2,126
-62
| -3% | -$6.83K | 0.01% | 1039 |
|
|
2024
Q3 | $265K | Sell |
2,188
-110
| -5% | -$13.3K | 0.01% | 951 |
|
|
2024
Q2 | $251K | Sell |
2,298
-266
| -10% | -$29K | 0.01% | 924 |
|
|
2024
Q1 | $323K | Buy |
2,564
+689
| +37% | +$86.7K | 0.01% | 841 |
|
|
2023
Q4 | $237K | Buy |
+1,875
| New | +$237K | 0.01% | 931 |
|
|
2023
Q3 | – | Sell |
-1,365
| Closed | -$202K | – | 981 |
|
|
2023
Q2 | $202K | Sell |
1,365
-8
| -0.6% | -$1.18K | 0.01% | 868 |
|
|
2023
Q1 | $216K | Buy |
+1,373
| New | +$216K | 0.01% | 772 |
|
|
2020
Q3 | – | Sell |
-136
| Closed | -$14K | – | 600 |
|
|
2020
Q2 | $14K | Buy |
+136
| New | +$14K | 0.01% | 443 |
|