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Bellwether Advisors’s J.M. Smucker SJM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $6.97K | Hold |
71
| – | – | ﹤0.01% | 397 |
|
2025
Q1 | $8.41K | Buy |
71
+1
| +1% | +$118 | ﹤0.01% | 337 |
|
2024
Q4 | $7.71K | Buy |
+70
| New | +$7.71K | ﹤0.01% | 357 |
|
2023
Q2 | – | Sell |
-70
| Closed | -$11K | – | 390 |
|
2023
Q1 | $11K | Buy |
+70
| New | +$11K | ﹤0.01% | 273 |
|
2022
Q4 | – | Sell |
-21
| Closed | -$2K | – | 567 |
|
2022
Q3 | $2K | Buy |
+21
| New | +$2K | ﹤0.01% | 402 |
|
2021
Q4 | – | Sell |
-9
| Closed | -$1K | – | 612 |
|
2021
Q3 | $1K | Buy |
+9
| New | +$1K | ﹤0.01% | 523 |
|