Blue Trust Inc’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 | $73.7K | Buy |
751
+89
| +13% | +$8.74K | ﹤0.01% | 1184 |
|
|
2025
Q1 | $78.4K | Sell |
662
-27
| -4% | -$3.2K | ﹤0.01% | 1103 |
|
|
2024
Q4 | $75.9K | Sell |
689
-343
| -33% | -$37.8K | ﹤0.01% | 1051 |
|
|
2024
Q3 | $113K | Buy |
1,032
+102
| +11% | +$11.1K | ﹤0.01% | 1155 |
|
|
2024
Q2 | $117K | Buy |
930
+191
| +26% | +$24K | ﹤0.01% | 901 |
|
|
2024
Q1 | $93K | Sell |
739
-190
| -20% | -$23.9K | ﹤0.01% | 739 |
|
|
2023
Q4 | $114K | Buy |
929
+129
| +16% | +$15.8K | ﹤0.01% | 634 |
|
|
2023
Q3 | $118K | Buy |
800
+122
| +18% | +$18K | ﹤0.01% | 579 |
|
|
2023
Q2 | $107K | Sell |
678
-982
| -59% | -$155K | ﹤0.01% | 481 |
|
|
2023
Q1 | $263K | Buy |
1,660
+233
| +16% | +$36.9K | ﹤0.01% | 454 |
|
|
2022
Q4 | $197K | Buy |
1,427
+509
| +55% | +$70.3K | ﹤0.01% | 460 |
|
|
2022
Q3 | $118K | Buy |
918
+202
| +28% | +$26K | ﹤0.01% | 472 |
|
|
2022
Q2 | $97K | Buy |
+716
| New | +$97K | ﹤0.01% | 506 |
|