Cassady Schiller Wealth Management’s J.M. Smucker SJM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $17.5K | Hold |
159
| – | – | 0.01% | 290 |
|
|
2024
Q3 | $19.2K | Buy |
159
+69
| +77% | +$8.34K | 0.01% | 275 |
|
|
2024
Q2 | $9.77K | Hold |
90
| – | – | ﹤0.01% | 317 |
|
|
2024
Q1 | $11.3K | Sell |
90
-421
| -82% | -$52.8K | 0.01% | 327 |
|
|
2023
Q4 | $72.7K | Buy |
511
+406
| +387% | +$57.8K | 0.04% | 174 |
|
|
2023
Q3 | $13K | Sell |
105
-166
| -61% | -$20.5K | 0.01% | 313 |
|
|
2023
Q2 | $40.1K | Buy |
271
+133
| +96% | +$19.7K | 0.02% | 212 |
|
|
2023
Q1 | $21.8K | Sell |
138
-20
| -13% | -$3.16K | 0.01% | 265 |
|
|
2022
Q4 | $25.1K | Buy |
+158
| New | +$25.1K | 0.02% | 252 |
|
|
2022
Q1 | – | Sell |
-121
| Closed | -$16K | – | 513 |
|
|
2021
Q4 | $16K | Buy |
+121
| New | +$16K | 0.01% | 289 |
|