Bell Investment Advisors’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 | $6.48K | Sell |
66
-1
| -1% | -$98 | ﹤0.01% | 859 |
|
|
2025
Q1 | $7.93K | Buy |
67
+14
| +26% | +$1.66K | ﹤0.01% | 701 |
|
|
2024
Q4 | $5.84K | Buy |
53
+7
| +15% | +$771 | ﹤0.01% | 861 |
|
|
2024
Q3 | $5.57K | Sell |
46
-12
| -21% | -$1.45K | ﹤0.01% | 878 |
|
|
2024
Q2 | $6.33K | Hold |
58
| – | – | ﹤0.01% | 811 |
|
|
2024
Q1 | $7.3K | Hold |
58
| – | – | ﹤0.01% | 717 |
|
|
2023
Q4 | $7.33K | Sell |
58
-43
| -43% | -$5.44K | ﹤0.01% | 686 |
|
|
2023
Q3 | $12.4K | Sell |
101
-3
| -3% | -$369 | ﹤0.01% | 429 |
|
|
2023
Q2 | $15.4K | Sell |
104
-15
| -13% | -$2.22K | ﹤0.01% | 371 |
|
|
2023
Q1 | $18.7K | Buy |
119
+19
| +19% | +$2.99K | ﹤0.01% | 317 |
|
|
2022
Q4 | $15.8K | Buy |
100
+11
| +12% | +$1.74K | ﹤0.01% | 355 |
|
|
2022
Q3 | $12K | Buy |
89
+1
| +1% | +$135 | ﹤0.01% | 374 |
|
|
2022
Q2 | $11K | Buy |
+88
| New | +$11K | ﹤0.01% | 410 |
|
|
2021
Q4 | $12K | Buy |
91
+17
| +23% | +$2.24K | ﹤0.01% | 447 |
|
|
2021
Q3 | $9K | Buy |
+74
| New | +$9K | ﹤0.01% | 494 |
|