AWM
Atticus Wealth Management’s J.M. Smucker SJM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.6K | Buy |
230
+110
| +92% | +$10.8K | 0.01% | 400 |
|
|
2025
Q1 | $14.2K | Hold |
120
| – | – | ﹤0.01% | 353 |
|
|
2024
Q4 | $13.2K | Hold |
120
| – | – | ﹤0.01% | 367 |
|
|
2024
Q3 | $14.5K | Sell |
120
-4
| -3% | -$484 | ﹤0.01% | 361 |
|
|
2024
Q2 | $13.5K | Hold |
124
| – | – | ﹤0.01% | 350 |
|
|
2024
Q1 | $15.6K | Hold |
124
| – | – | 0.01% | 352 |
|
|
2023
Q4 | $15.7K | Hold |
124
| – | – | 0.01% | 351 |
|
|
2023
Q3 | $15.2K | Hold |
124
| – | – | 0.01% | 359 |
|
|
2023
Q2 | $18.3K | Hold |
124
| – | – | 0.01% | 348 |
|
|
2023
Q1 | $19.5K | Hold |
124
| – | – | 0.01% | 325 |
|
|
2022
Q4 | $19.6K | Sell |
124
-30
| -19% | -$4.75K | 0.01% | 332 |
|
|
2022
Q3 | $20K | Hold |
154
| – | – | 0.01% | 313 |
|
|
2022
Q2 | $20K | Buy |
154
+30
| +24% | +$3.9K | 0.01% | 342 |
|
|
2022
Q1 | $17K | Hold |
124
| – | – | 0.01% | 356 |
|
|
2021
Q4 | $17K | Buy |
+124
| New | +$17K | 0.01% | 319 |
|