CHJWM
Carlton Hofferkamp & Jenks Wealth Management’s J.M. Smucker SJM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $302K | Sell |
2,772
-230
| -8% | -$25.1K | 0.11% | 109 |
|
|
2025
Q1 | $345K | Hold |
3,002
| – | – | 0.14% | 101 |
|
|
2024
Q4 | $312K | Sell |
3,002
-142
| -5% | -$14.8K | 0.12% | 113 |
|
|
2024
Q3 | $357K | Hold |
3,144
| – | – | 0.14% | 106 |
|
|
2024
Q2 | $374K | Sell |
3,144
-100
| -3% | -$11.9K | 0.15% | 104 |
|
|
2024
Q1 | $374K | Hold |
3,244
| – | – | 0.16% | 100 |
|
|
2023
Q4 | $421K | Hold |
3,244
| – | – | 0.18% | 95 |
|
|
2023
Q3 | $371K | Sell |
3,244
-12
| -0.4% | -$1.37K | 0.17% | 96 |
|
|
2023
Q2 | $486K | Sell |
3,256
-95
| -3% | -$14.2K | 0.21% | 87 |
|
|
2023
Q1 | $531K | Hold |
3,351
| – | – | 0.24% | 88 |
|
|
2022
Q4 | $503K | Sell |
3,351
-100
| -3% | -$15K | 0.22% | 91 |
|
|
2022
Q3 | $493K | Hold |
3,451
| – | – | 0.23% | 92 |
|
|
2022
Q2 | $455K | Hold |
3,451
| – | – | 0.21% | 92 |
|
|
2022
Q1 | $479K | Hold |
3,451
| – | – | 0.2% | 95 |
|
|
2021
Q4 | $481K | Hold |
3,451
| – | – | 0.2% | 93 |
|
|
2021
Q3 | $432K | Buy |
3,451
+515
| +18% | +$64.5K | 0.17% | 100 |
|
|
2021
Q2 | $391K | Sell |
2,936
-100
| -3% | -$13.3K | 0.17% | 101 |
|
|
2021
Q1 | $398K | Sell |
3,036
-53
| -2% | -$6.95K | 0.18% | 100 |
|
|
2020
Q4 | $357K | Buy |
3,089
+614
| +25% | +$71K | 0.18% | 95 |
|
|
2020
Q3 | $297K | Buy |
+2,475
| New | +$297K | 0.16% | 95 |
|