Borer Denton & Associates’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 | – | Sell |
-2,000
| Closed | -$237K | – | 60 |
|
|
2025
Q1 | $237K | Hold |
2,000
| – | – | 0.08% | 57 |
|
|
2024
Q4 | $220K | Hold |
2,000
| – | – | 0.08% | 58 |
|
|
2024
Q3 | $242K | Hold |
2,000
| – | – | 0.08% | 56 |
|
|
2024
Q2 | $218K | Hold |
2,000
| – | – | 0.08% | 56 |
|
|
2024
Q1 | $252K | Hold |
2,000
| – | – | 0.09% | 56 |
|
|
2023
Q4 | $253K | Hold |
2,000
| – | – | 0.1% | 54 |
|
|
2023
Q3 | $246K | Hold |
2,000
| – | – | 0.1% | 58 |
|
|
2023
Q2 | $295K | Hold |
2,000
| – | – | 0.12% | 55 |
|
|
2023
Q1 | $315K | Hold |
2,000
| – | – | 0.13% | 54 |
|
|
2022
Q4 | $317K | Hold |
2,000
| – | – | 0.14% | 52 |
|
|
2022
Q3 | $275K | Hold |
2,000
| – | – | 0.14% | 53 |
|
|
2022
Q2 | $256K | Hold |
2,000
| – | – | 0.12% | 50 |
|
|
2022
Q1 | $271K | Buy |
+2,000
| New | +$271K | 0.11% | 50 |
|