Atalanta Sosnoff Capital’s J.M. Smucker SJM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,515
| Closed | -$224K | – | 107 |
|
|
2023
Q2 | $224K | Hold |
1,515
| – | – | 0.01% | 96 |
|
|
2023
Q1 | $238K | Sell |
1,515
-69
| -4% | -$10.9K | 0.01% | 105 |
|
|
2022
Q4 | $251K | Sell |
1,584
-305
| -16% | -$48.3K | 0.01% | 98 |
|
|
2022
Q3 | $260K | Buy |
+1,889
| New | +$260K | 0.01% | 82 |
|
|
2020
Q2 | – | Sell |
-39,908
| Closed | -$4.43M | – | 109 |
|
|
2020
Q1 | $4.43M | Buy |
+39,908
| New | +$4.43M | 0.16% | 72 |
|