Brown, Lisle/Cummings’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 | $143K | Hold |
1,458
| – | – | 0.04% | 244 |
|
|
2025
Q1 | $173K | Hold |
1,458
| – | – | 0.05% | 218 |
|
|
2024
Q4 | $161K | Hold |
1,458
| – | – | 0.05% | 223 |
|
|
2024
Q3 | $177K | Hold |
1,458
| – | – | 0.05% | 217 |
|
|
2024
Q2 | $159K | Buy |
+1,458
| New | +$159K | 0.05% | 221 |
|
|
2023
Q2 | – | Sell |
-100
| Closed | -$15.7K | – | 559 |
|
|
2023
Q1 | $15.7K | Hold |
100
| – | – | 0.01% | 353 |
|
|
2022
Q4 | $15.8K | Hold |
100
| – | – | 0.01% | 338 |
|
|
2022
Q3 | $13.7K | Hold |
100
| – | – | 0.01% | 344 |
|
|
2022
Q2 | $12.8K | Hold |
100
| – | – | 0.01% | 354 |
|
|
2022
Q1 | $13.5K | Hold |
100
| – | – | 0.01% | 358 |
|
|
2021
Q4 | $13.6K | Buy |
+100
| New | +$13.6K | 0.01% | 359 |
|