Arete Wealth 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 | $490K | Buy |
+4,993
| New | +$490K | 0.03% | 415 |
|
|
2022
Q3 | – | Sell |
-1,024
| Closed | -$202K | – | 616 |
|
|
2022
Q2 | $202K | Buy |
+1,024
| New | +$202K | 0.02% | 429 |
|
|
2019
Q1 | – | Sell |
-2,537
| Closed | -$237K | – | 410 |
|
|
2018
Q4 | $237K | Sell |
2,537
-1
| -0% | -$93 | 0.06% | 306 |
|
|
2018
Q3 | $260K | Buy |
2,538
+36
| +1% | +$3.69K | 0.06% | 289 |
|
|
2018
Q2 | $269K | Hold |
2,502
| – | – | 0.06% | 295 |
|
|
2018
Q1 | $310K | Hold |
2,502
| – | – | 0.1% | 233 |
|
|
2017
Q4 | $311K | Hold |
2,502
| – | – | 0.1% | 227 |
|
|
2017
Q3 | $263K | Hold |
2,502
| – | – | 0.1% | 215 |
|
|
2017
Q2 | $296K | Buy |
+2,502
| New | +$296K | 0.14% | 189 |
|