CBIZ Investment Advisory Services’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 | $17K | Hold |
173
| – | – | ﹤0.01% | 284 |
|
|
2025
Q1 | $20.5K | Hold |
173
| – | – | ﹤0.01% | 226 |
|
|
2024
Q4 | $19.1K | Sell |
173
-14
| -7% | -$1.54K | ﹤0.01% | 220 |
|
|
2024
Q3 | $22.6K | Buy |
187
+14
| +8% | +$1.7K | ﹤0.01% | 171 |
|
|
2024
Q2 | $18.9K | Hold |
173
| – | – | ﹤0.01% | 174 |
|
|
2024
Q1 | $21.8K | Buy |
+173
| New | +$21.8K | ﹤0.01% | 168 |
|