Arax Advisory Partners’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 | $10.2K | Sell |
104
-291
| -74% | -$28.6K | ﹤0.01% | 1953 |
|
|
2025
Q1 | $46.7K | Buy |
395
+93
| +31% | +$11K | ﹤0.01% | 970 |
|
|
2024
Q4 | $33.3K | Sell |
302
-49
| -14% | -$5.4K | ﹤0.01% | 1018 |
|
|
2024
Q3 | $42.5K | Buy |
351
+47
| +15% | +$5.69K | ﹤0.01% | 782 |
|
|
2024
Q2 | $33.2K | Buy |
304
+252
| +485% | +$27.5K | ﹤0.01% | 798 |
|
|
2024
Q1 | $6.59K | Buy |
52
+9
| +21% | +$1.14K | ﹤0.01% | 854 |
|
|
2023
Q4 | $5.44K | Buy |
43
+36
| +514% | +$4.55K | ﹤0.01% | 874 |
|
|
2023
Q3 | $861 | Buy |
+7
| New | +$861 | ﹤0.01% | 1164 |
|
|
2023
Q2 | – | Sell |
-6
| Closed | -$951 | – | 1322 |
|
|
2023
Q1 | $951 | Hold |
6
| – | – | ﹤0.01% | 1112 |
|
|
2022
Q4 | $951 | Buy |
+6
| New | +$951 | ﹤0.01% | 1090 |
|