Beacon Pointe Advisors’s J.M. Smucker SJM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $231K | Buy |
2,355
+24
| +1% | +$2.36K | ﹤0.01% | 1127 |
|
|
2025
Q1 | $276K | Sell |
2,331
-117
| -5% | -$13.9K | ﹤0.01% | 1034 |
|
|
2024
Q4 | $270K | Sell |
2,448
-1,162
| -32% | -$128K | ﹤0.01% | 1034 |
|
|
2024
Q3 | $437K | Sell |
3,610
-58
| -2% | -$7.03K | 0.01% | 890 |
|
|
2024
Q2 | $400K | Sell |
3,668
-136
| -4% | -$14.8K | ﹤0.01% | 938 |
|
|
2024
Q1 | $479K | Buy |
3,804
+36
| +1% | +$4.53K | 0.01% | 923 |
|
|
2023
Q4 | $476K | Sell |
3,768
-140
| -4% | -$17.7K | 0.01% | 908 |
|
|
2023
Q3 | $480K | Buy |
3,908
+209
| +6% | +$25.7K | 0.01% | 887 |
|
|
2023
Q2 | $546K | Sell |
3,699
-223
| -6% | -$32.9K | 0.01% | 679 |
|
|
2023
Q1 | $617K | Sell |
3,922
-251
| -6% | -$39.5K | 0.01% | 693 |
|
|
2022
Q4 | $661K | Buy |
4,173
+411
| +11% | +$65.1K | 0.01% | 605 |
|
|
2022
Q3 | $516K | Buy |
3,762
+328
| +10% | +$45K | 0.01% | 628 |
|
|
2022
Q2 | $441K | Sell |
3,434
-12,131
| -78% | -$1.56M | 0.01% | 688 |
|
|
2022
Q1 | $2.11M | Buy |
15,565
+13,096
| +530% | +$1.77M | 0.03% | 434 |
|
|
2021
Q4 | $335K | Buy |
+2,469
| New | +$335K | 0.01% | 691 |
|
|
2021
Q3 | – | Sell |
-3,869
| Closed | -$501K | – | 960 |
|
|
2021
Q2 | $501K | Buy |
3,869
+2,296
| +146% | +$297K | 0.02% | 478 |
|
|
2021
Q1 | $200K | Buy |
+1,573
| New | +$200K | 0.01% | 508 |
|