Benjamin Edwards Inc’s J.M. Smucker SJM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.03M | Buy |
20,688
+250
| +1% | +$24.6K | 0.03% | 457 |
|
|
2025
Q1 | $2.42M | Sell |
20,438
-2,261
| -10% | -$268K | 0.03% | 378 |
|
|
2024
Q4 | $2.5M | Buy |
22,699
+1,114
| +5% | +$123K | 0.04% | 391 |
|
|
2024
Q3 | $2.61M | Buy |
21,585
+21,550
| +61,571% | +$2.61M | 0.04% | 385 |
|
|
2024
Q2 | $4K | Hold |
35
| – | – | ﹤0.01% | 651 |
|
|
2024
Q1 | $4K | Hold |
35
| – | – | ﹤0.01% | 678 |
|
|
2023
Q4 | $4K | Hold |
35
| – | – | ﹤0.01% | 614 |
|
|
2023
Q3 | $4K | Buy |
+35
| New | +$4K | ﹤0.01% | 609 |
|