Bay Harbor Wealth Management’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 | $392 | Buy |
4
+1
| +33% | +$98 | ﹤0.01% | 725 |
|
|
2025
Q1 | $355 | Buy |
+3
| New | +$355 | ﹤0.01% | 512 |
|
|
2021
Q2 | – | Sell |
-1
| Closed | – | – | 226 |
|
|
2021
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 388 |
|
|
2020
Q4 | $0 | Hold |
1
| – | – | ﹤0.01% | 456 |
|
|
2020
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 408 |
|
|
2020
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 409 |
|
|
2020
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 400 |
|
|
2019
Q4 | $0 | Hold |
1
| – | – | ﹤0.01% | 379 |
|
|
2019
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 400 |
|
|
2019
Q2 | $0 | Sell |
1
-107
| -99% | – | ﹤0.01% | 423 |
|
|
2019
Q1 | $13K | Hold |
108
| – | – | 0.01% | 258 |
|
|
2018
Q4 | $10K | Buy |
+108
| New | +$10K | 0.01% | 255 |
|