Carson Wealth (CWM LLC)’s J.M. Smucker SJM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.7M | Buy |
241,572
+36,958
| +18% | +$3.63M | 0.08% | 209 |
|
|
2025
Q1 | $24.2M | Buy |
204,614
+3,787
| +2% | +$448K | 0.1% | 196 |
|
|
2024
Q4 | $22.1M | Buy |
200,827
+2,197
| +1% | +$242K | 0.09% | 192 |
|
|
2024
Q3 | $24.1M | Buy |
198,630
+28
| +0% | +$3.39K | 0.1% | 185 |
|
|
2024
Q2 | $21.7M | Sell |
198,602
-598
| -0.3% | -$65.2K | 0.1% | 190 |
|
|
2024
Q1 | $25.1M | Sell |
199,200
-2,407
| -1% | -$303K | 0.12% | 166 |
|
|
2023
Q4 | $25.5M | Sell |
201,607
-4,027
| -2% | -$509K | 0.14% | 150 |
|
|
2023
Q3 | $25.3M | Sell |
205,634
-3,564
| -2% | -$438K | 0.15% | 131 |
|
|
2023
Q2 | $30.9M | Sell |
209,198
-19,812
| -9% | -$2.93M | 0.19% | 102 |
|
|
2023
Q1 | $36M | Sell |
229,010
-4,551
| -2% | -$716K | 0.24% | 80 |
|
|
2022
Q4 | $37M | Buy |
233,561
+2,948
| +1% | +$467K | 0.27% | 74 |
|
|
2022
Q3 | $31.7M | Buy |
230,613
+5,926
| +3% | +$814K | 0.25% | 76 |
|
|
2022
Q2 | $28.8M | Buy |
224,687
+13,135
| +6% | +$1.68M | 0.22% | 92 |
|
|
2022
Q1 | $28.6M | Buy |
211,552
+210,219
| +15,770% | +$28.5M | 0.2% | 94 |
|
|
2021
Q4 | $181K | Buy |
+1,333
| New | +$181K | ﹤0.01% | 1063 |
|
|
2021
Q2 | $171K | Hold |
1,322
| – | – | ﹤0.01% | 955 |
|
|
2021
Q1 | $171K | Hold |
1,322
| – | – | ﹤0.01% | 955 |
|
|
2020
Q4 | $171K | Hold |
1,322
| – | – | ﹤0.01% | 955 |
|
|
2020
Q3 | $171K | Hold |
1,322
| – | – | ﹤0.01% | 955 |
|
|
2020
Q2 | $171K | Hold |
1,322
| – | – | ﹤0.01% | 955 |
|
|
2020
Q1 | $171K | Hold |
1,322
| – | – | ﹤0.01% | 955 |
|
|
2019
Q4 | $171K | Hold |
1,322
| – | – | ﹤0.01% | 955 |
|
|
2019
Q3 | $171K | Hold |
1,322
| – | – | ﹤0.01% | 955 |
|
|
2019
Q2 | $171K | Hold |
1,322
| – | – | ﹤0.01% | 955 |
|
|
2019
Q1 | $171K | Sell |
1,322
-260
| -16% | -$33.6K | ﹤0.01% | 955 |
|
|
2018
Q4 | $148K | Sell |
1,582
-181
| -10% | -$16.9K | ﹤0.01% | 656 |
|
|
2018
Q3 | $181K | Buy |
1,763
+1,369
| +347% | +$141K | ﹤0.01% | 531 |
|
|
2018
Q2 | $42K | Buy |
394
+18
| +5% | +$1.92K | ﹤0.01% | 669 |
|
|
2018
Q1 | $47K | Sell |
376
-36
| -9% | -$4.5K | ﹤0.01% | 566 |
|
|
2017
Q4 | $51K | Buy |
412
+21
| +5% | +$2.6K | ﹤0.01% | 527 |
|
|
2017
Q3 | $41K | Sell |
391
-21
| -5% | -$2.2K | ﹤0.01% | 554 |
|
|
2017
Q2 | $49K | Buy |
412
+21
| +5% | +$2.5K | ﹤0.01% | 483 |
|
|
2017
Q1 | $51K | Buy |
391
+51
| +15% | +$6.65K | ﹤0.01% | 457 |
|
|
2016
Q4 | $44K | Sell |
340
-18
| -5% | -$2.33K | ﹤0.01% | 464 |
|
|
2016
Q3 | $49K | Buy |
358
+299
| +507% | +$40.9K | ﹤0.01% | 423 |
|
|
2016
Q2 | $9K | Hold |
59
| – | – | ﹤0.01% | 564 |
|
|
2016
Q1 | $8K | Buy |
59
+23
| +64% | +$3.12K | ﹤0.01% | 554 |
|
|
2015
Q4 | $4K | Hold |
36
| – | – | ﹤0.01% | 555 |
|
|
2015
Q3 | $4K | Buy |
+36
| New | +$4K | ﹤0.01% | 529 |
|
|
2014
Q1 | – | Sell |
-60
| Closed | -$6K | – | 395 |
|
|
2013
Q4 | $6K | Buy |
60
+18
| +43% | +$1.8K | ﹤0.01% | 455 |
|
|
2013
Q3 | $4K | Buy |
+42
| New | +$4K | ﹤0.01% | 402 |
|