Beacon Capital Management LLC (Tennessee)’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 | $1.21K | Hold |
12
| – | – | ﹤0.01% | 963 |
|
2025
Q1 | $1.45K | Sell |
12
-20
| -63% | -$2.41K | ﹤0.01% | 995 |
|
2024
Q4 | $3.54K | Hold |
32
| – | – | ﹤0.01% | 796 |
|
2024
Q3 | $3.88K | Hold |
32
| – | – | ﹤0.01% | 868 |
|
2024
Q2 | $3.49K | Hold |
32
| – | – | ﹤0.01% | 772 |
|
2024
Q1 | $4.03K | Sell |
32
-189
| -86% | -$23.8K | ﹤0.01% | 747 |
|
2023
Q4 | $27.2K | Hold |
221
| – | – | 0.01% | 326 |
|
2023
Q3 | $32.6K | Hold |
221
| – | – | 0.01% | 322 |
|
2023
Q2 | $32.6K | Buy |
221
+20
| +10% | +$2.95K | 0.01% | 322 |
|
2023
Q1 | $31.6K | Hold |
201
| – | – | 0.01% | 294 |
|
2022
Q4 | $31.9K | Buy |
201
+139
| +224% | +$22K | 0.01% | 293 |
|
2022
Q3 | $8K | Sell |
62
-139
| -69% | -$17.9K | ﹤0.01% | 521 |
|
2022
Q2 | $28K | Hold |
201
| – | – | 0.01% | 329 |
|
2022
Q1 | $28K | Buy |
+201
| New | +$28K | 0.01% | 329 |
|