Avantax Advisory Services’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 | $782K | Sell |
7,961
-11,245
| -59% | -$1.1M | ﹤0.01% | 1312 |
|
|
2025
Q1 | $2.27M | Buy |
19,206
+2,479
| +15% | +$294K | 0.01% | 686 |
|
|
2024
Q4 | $1.84M | Buy |
16,727
+983
| +6% | +$108K | 0.01% | 747 |
|
|
2024
Q3 | $1.91M | Buy |
15,744
+2,916
| +23% | +$353K | 0.01% | 720 |
|
|
2024
Q2 | $1.4M | Buy |
12,828
+7,339
| +134% | +$800K | 0.01% | 809 |
|
|
2024
Q1 | $691K | Sell |
5,489
-46
| -0.8% | -$5.79K | 0.01% | 904 |
|
|
2023
Q4 | $700K | Buy |
5,535
+783
| +16% | +$99K | 0.01% | 854 |
|
|
2023
Q3 | $584K | Sell |
4,752
-1,108
| -19% | -$136K | 0.01% | 882 |
|
|
2023
Q2 | $865K | Buy |
5,860
+540
| +10% | +$79.7K | 0.01% | 735 |
|
|
2023
Q1 | $837K | Buy |
5,320
+191
| +4% | +$30.1K | 0.01% | 717 |
|
|
2022
Q4 | $813K | Buy |
5,129
+418
| +9% | +$66.2K | 0.01% | 696 |
|
|
2022
Q3 | $647K | Sell |
4,711
-336
| -7% | -$46.1K | 0.01% | 679 |
|
|
2022
Q2 | $646K | Buy |
5,047
+297
| +6% | +$38K | 0.01% | 677 |
|
|
2022
Q1 | $644K | Buy |
4,750
+96
| +2% | +$13K | 0.01% | 698 |
|
|
2021
Q4 | $632K | Buy |
4,654
+148
| +3% | +$20.1K | 0.01% | 680 |
|
|
2021
Q3 | $538K | Buy |
4,506
+188
| +4% | +$22.4K | 0.01% | 698 |
|
|
2021
Q2 | $563K | Buy |
4,318
+1,634
| +61% | +$213K | 0.01% | 662 |
|
|
2021
Q1 | $340K | Buy |
2,684
+216
| +9% | +$27.4K | 0.01% | 758 |
|
|
2020
Q4 | $283K | Sell |
2,468
-1,239
| -33% | -$142K | 0.01% | 750 |
|
|
2020
Q3 | $427K | Buy |
3,707
+1,454
| +65% | +$167K | 0.01% | 858 |
|
|
2020
Q2 | $237K | Sell |
2,253
-977
| -30% | -$103K | 0.01% | 725 |
|
|
2020
Q1 | $358K | Buy |
3,230
+418
| +15% | +$46.3K | 0.01% | 520 |
|
|
2019
Q4 | $291K | Buy |
+2,812
| New | +$291K | 0.01% | 637 |
|