Carolinas Wealth Consulting’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
| Closed | -$237 | – | 784 |
|
|
2025
Q1 | $237 | Sell |
2
-2
| -50% | -$237 | ﹤0.01% | 1002 |
|
|
2024
Q4 | $441 | Hold |
4
| – | – | ﹤0.01% | 1018 |
|
|
2024
Q3 | $485 | Hold |
4
| – | – | ﹤0.01% | 1007 |
|
|
2024
Q2 | $437 | Hold |
4
| – | – | ﹤0.01% | 999 |
|
|
2024
Q1 | $503 | Hold |
4
| – | – | ﹤0.01% | 979 |
|
|
2023
Q4 | $506 | Hold |
4
| – | – | ﹤0.01% | 917 |
|
|
2023
Q3 | $455 | Sell |
4
-22
| -85% | -$2.5K | ﹤0.01% | 938 |
|
|
2023
Q2 | $3.86K | Hold |
26
| – | – | ﹤0.01% | 720 |
|
|
2023
Q1 | $4.09K | Buy |
26
+22
| +550% | +$3.46K | ﹤0.01% | 723 |
|
|
2022
Q4 | $634 | Hold |
4
| – | – | ﹤0.01% | 967 |
|
|
2022
Q3 | $1K | Hold |
4
| – | – | ﹤0.01% | 849 |
|
|
2022
Q2 | $1K | Sell |
4
-65
| -94% | -$16.3K | ﹤0.01% | 857 |
|
|
2022
Q1 | $9K | Hold |
69
| – | – | ﹤0.01% | 624 |
|
|
2021
Q4 | $9K | Sell |
69
-4
| -5% | -$522 | ﹤0.01% | 636 |
|
|
2021
Q3 | $9K | Buy |
73
+1
| +1% | +$123 | ﹤0.01% | 596 |
|
|
2021
Q2 | $9K | Buy |
72
+1
| +1% | +$125 | ﹤0.01% | 619 |
|
|
2021
Q1 | $9K | Hold |
71
| – | – | ﹤0.01% | 634 |
|
|
2020
Q4 | $8K | Buy |
71
+5
| +8% | +$563 | ﹤0.01% | 602 |
|
|
2020
Q3 | $8K | Hold |
66
| – | – | ﹤0.01% | 513 |
|
|
2020
Q2 | $7K | Buy |
+66
| New | +$7K | ﹤0.01% | 370 |
|