Atria Wealth Solutions’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 | – | Sell |
-2,570
| Closed | -$304K | – | 1846 |
|
|
2025
Q1 | $304K | Sell |
2,570
-1,924
| -43% | -$228K | ﹤0.01% | 1445 |
|
|
2024
Q4 | $495K | Buy |
4,494
+173
| +4% | +$19.1K | 0.01% | 1268 |
|
|
2024
Q3 | $523K | Sell |
4,321
-903
| -17% | -$109K | 0.01% | 1219 |
|
|
2024
Q2 | $570K | Buy |
5,224
+427
| +9% | +$46.6K | 0.01% | 1165 |
|
|
2024
Q1 | $604K | Sell |
4,797
-2,246
| -32% | -$283K | 0.01% | 1164 |
|
|
2023
Q4 | $890K | Sell |
7,043
-140
| -2% | -$17.7K | 0.01% | 910 |
|
|
2023
Q3 | $883K | Sell |
7,183
-4,847
| -40% | -$596K | 0.01% | 866 |
|
|
2023
Q2 | $1.78M | Buy |
12,030
+3,052
| +34% | +$451K | 0.02% | 605 |
|
|
2023
Q1 | $1.41M | Buy |
8,978
+2,902
| +48% | +$457K | 0.02% | 672 |
|
|
2022
Q4 | $963K | Buy |
6,076
+77
| +1% | +$12.2K | 0.02% | 761 |
|
|
2022
Q3 | $824K | Buy |
5,999
+3,998
| +200% | +$549K | 0.01% | 785 |
|
|
2022
Q2 | $256K | Sell |
2,001
-3,474
| -63% | -$444K | ﹤0.01% | 1275 |
|
|
2022
Q1 | $742K | Buy |
+5,475
| New | +$742K | 0.01% | 859 |
|