AW
Atlas Wealth’s J.M. Smucker SJM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $214K | Hold |
2,079
| – | – | 0.08% | 101 |
|
|
2025
Q1 | $246K | Hold |
2,079
| – | – | 0.1% | 83 |
|
|
2024
Q4 | $229K | Hold |
2,079
| – | – | 0.09% | 85 |
|
|
2024
Q3 | $252K | Sell |
2,079
-2,079
| -50% | -$252K | 0.11% | 70 |
|
|
2024
Q2 | $454K | Buy |
4,158
+2,079
| +100% | +$227K | 0.05% | 147 |
|
|
2024
Q1 | $262K | Buy |
2,079
+5
| +0.2% | +$629 | 0.13% | 69 |
|
|
2023
Q4 | $255K | Hold |
2,074
| – | – | 0.14% | 65 |
|
|
2023
Q3 | $255K | Hold |
2,074
| – | – | 0.05% | 155 |
|
|
2023
Q2 | $306K | Hold |
2,074
| – | – | 0.06% | 149 |
|
|
2023
Q1 | $326K | Hold |
2,074
| – | – | 0.06% | 139 |
|
|
2022
Q4 | $329K | Buy |
+2,074
| New | +$329K | 0.09% | 93 |
|