Capital Investment Advisory Services’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 |
-2,205
| Closed | -$261K | – | 1086 |
|
|
2025
Q1 | $261K | Buy |
+2,205
| New | +$261K | 0.02% | 471 |
|
|
2023
Q1 | – | Sell |
-1,410
| Closed | -$223K | – | 897 |
|
|
2022
Q4 | $223K | Sell |
1,410
-326
| -19% | -$51.7K | 0.03% | 435 |
|
|
2022
Q3 | $239K | Buy |
+1,736
| New | +$239K | 0.03% | 394 |
|
|
2022
Q2 | – | Sell |
-1,497
| Closed | -$203K | – | 868 |
|
|
2022
Q1 | $203K | Sell |
1,497
-109
| -7% | -$14.8K | 0.02% | 488 |
|
|
2021
Q4 | $218K | Buy |
+1,606
| New | +$218K | 0.03% | 452 |
|
|
2019
Q4 | – | Sell |
-1,980
| Closed | -$218K | – | 1131 |
|
|
2019
Q3 | $218K | Sell |
1,980
-268
| -12% | -$29.5K | 0.06% | 259 |
|
|
2019
Q2 | $252K | Buy |
2,248
+421
| +23% | +$47.2K | 0.08% | 239 |
|
|
2019
Q1 | $213K | Sell |
1,827
-14
| -0.8% | -$1.63K | 0.08% | 210 |
|
|
2018
Q4 | $172K | Buy |
+1,841
| New | +$172K | 0.07% | 214 |
|