Ashton Thomas Private Wealth’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 | $2.28M | Buy |
23,199
+10,396
| +81% | +$1.02M | 0.08% | 253 |
|
|
2025
Q1 | $1.52M | Buy |
12,803
+9,154
| +251% | +$1.08M | 0.06% | 302 |
|
|
2024
Q4 | $402K | Buy |
+3,649
| New | +$402K | 0.02% | 572 |
|
|
2024
Q3 | – | Sell |
-130
| Closed | -$14.2K | – | 1624 |
|
|
2024
Q2 | $14.2K | Buy |
+130
| New | +$14.2K | ﹤0.01% | 1241 |
|
|
2023
Q3 | – | Sell |
-1,925
| Closed | -$284K | – | 591 |
|
|
2023
Q2 | $284K | Buy |
+1,925
| New | +$284K | 0.02% | 487 |
|
|
2022
Q4 | – | Sell |
-1,487
| Closed | -$204K | – | 493 |
|
|
2022
Q3 | $204K | Sell |
1,487
-4,265
| -74% | -$586K | 0.02% | 434 |
|
|
2022
Q2 | $736K | Sell |
5,752
-2,456
| -30% | -$314K | 0.08% | 249 |
|
|
2022
Q1 | $1.11M | Buy |
8,208
+1,081
| +15% | +$146K | 0.1% | 232 |
|
|
2021
Q4 | $968K | Buy |
7,127
+1,154
| +19% | +$157K | 0.09% | 241 |
|
|
2021
Q3 | $717K | Buy |
5,973
+802
| +16% | +$96.3K | 0.1% | 213 |
|
|
2021
Q2 | $670K | Sell |
5,171
-5,671
| -52% | -$735K | 0.1% | 219 |
|
|
2021
Q1 | $1.37M | Buy |
10,842
+4,697
| +76% | +$594K | 0.23% | 104 |
|
|
2020
Q4 | $710K | Buy |
+6,145
| New | +$710K | 0.14% | 192 |
|
|
2019
Q4 | – | Sell |
-2,578
| Closed | -$284K | – | 240 |
|
|
2019
Q3 | $284K | Buy |
2,578
+164
| +7% | +$18K | 0.12% | 154 |
|
|
2019
Q2 | $278K | Buy |
+2,414
| New | +$278K | 0.11% | 149 |
|