Carlton Hofferkamp & Jenks Wealth Management’s J.M. Smucker SJM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $302K | Sell |
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|
2025
Q1 | $345K | Hold |
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|
2024
Q4 | $312K | Sell |
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|
2024
Q3 | $357K | Hold |
|
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|
2024
Q2 | $374K | Sell |
|
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|
2024
Q1 | $374K | Hold |
|
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|
2023
Q4 | $421K | Hold |
|
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|
2023
Q3 | $371K | Sell |
|
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|
2023
Q2 | $486K | Sell |
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|
2023
Q1 | $531K | Hold |
|
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|
2022
Q4 | $503K | Sell |
|
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|
2022
Q3 | $493K | Hold |
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|
2022
Q2 | $455K | Hold |
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|
2022
Q1 | $479K | Hold |
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|
2021
Q4 | $481K | Hold |
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|
2021
Q3 | $432K | Buy |
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|
2021
Q2 | $391K | Sell |
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|
2021
Q1 | $398K | Sell |
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|
2020
Q4 | $357K | Buy |
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|
2020
Q3 | $297K | Buy |
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