Avalon Trust’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 | $295K | Hold |
3,000
| – | – | 0.02% | 118 |
|
|
2025
Q1 | $355K | Hold |
3,000
| – | – | 0.03% | 110 |
|
|
2024
Q4 | $330K | Hold |
3,000
| – | – | 0.02% | 105 |
|
|
2024
Q3 | $363K | Hold |
3,000
| – | – | 0.03% | 98 |
|
|
2024
Q2 | $327K | Hold |
3,000
| – | – | 0.03% | 99 |
|
|
2024
Q1 | $378K | Hold |
3,000
| – | – | 0.03% | 102 |
|
|
2023
Q4 | $379K | Hold |
3,000
| – | – | 0.03% | 94 |
|
|
2023
Q3 | $369K | Sell |
3,000
-83
| -3% | -$10.2K | 0.04% | 89 |
|
|
2023
Q2 | $455K | Hold |
3,083
| – | – | 0.04% | 86 |
|
|
2023
Q1 | $485K | Buy |
+3,083
| New | +$485K | 0.05% | 85 |
|