Center for Financial Planning’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 | $9.82K | Hold |
100
| – | – | ﹤0.01% | 462 |
|
|
2025
Q1 | $11.8K | Hold |
100
| – | – | ﹤0.01% | 456 |
|
|
2024
Q4 | $11K | Hold |
100
| – | – | ﹤0.01% | 409 |
|
|
2024
Q3 | $12.1K | Hold |
100
| – | – | ﹤0.01% | 382 |
|
|
2024
Q2 | $10.9K | Sell |
100
-19
| -16% | -$2.07K | ﹤0.01% | 385 |
|
|
2024
Q1 | $15K | Buy |
119
+18
| +18% | +$2.27K | ﹤0.01% | 352 |
|
|
2023
Q4 | $12.8K | Hold |
101
| – | – | ﹤0.01% | 342 |
|
|
2023
Q3 | $12.4K | Sell |
101
-100
| -50% | -$12.3K | ﹤0.01% | 336 |
|
|
2023
Q2 | $29.7K | Hold |
201
| – | – | 0.01% | 286 |
|
|
2023
Q1 | $31.6K | Hold |
201
| – | – | 0.01% | 261 |
|
|
2022
Q4 | $31.9K | Hold |
201
| – | – | 0.01% | 255 |
|
|
2022
Q3 | $28K | Buy |
201
+200
| +20,000% | +$27.9K | 0.01% | 263 |
|
|
2022
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 562 |
|
|
2022
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 573 |
|
|
2021
Q4 | $0 | Hold |
1
| – | – | ﹤0.01% | 563 |
|
|
2021
Q3 | $0 | Sell |
1
-33
| -97% | – | ﹤0.01% | 526 |
|
|
2021
Q2 | $4K | Hold |
34
| – | – | ﹤0.01% | 430 |
|
|
2021
Q1 | $4K | Hold |
34
| – | – | ﹤0.01% | 463 |
|
|
2020
Q4 | $4K | Sell |
34
-200
| -85% | -$23.5K | ﹤0.01% | 410 |
|
|
2020
Q3 | $27K | Hold |
234
| – | – | 0.01% | 235 |
|
|
2020
Q2 | $25K | Buy |
234
+33
| +16% | +$3.53K | 0.01% | 239 |
|
|
2020
Q1 | $22K | Sell |
201
-66
| -25% | -$7.22K | 0.01% | 247 |
|
|
2019
Q4 | $28K | Buy |
+267
| New | +$28K | 0.01% | 230 |
|