Clearstead Trust’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 | $9.62K | Buy |
98
+77
| +367% | +$7.56K | ﹤0.01% | 600 |
|
|
2025
Q1 | $2.49K | Buy |
+21
| New | +$2.49K | ﹤0.01% | 736 |
|
|
2023
Q4 | – | Sell |
-1,644
| Closed | -$202K | – | 464 |
|
|
2023
Q3 | $202K | Hold |
1,644
| – | – | 0.07% | 122 |
|
|
2023
Q2 | $243K | Hold |
1,644
| – | – | 0.08% | 112 |
|
|
2023
Q1 | $259K | Hold |
1,644
| – | – | 0.08% | 115 |
|
|
2022
Q4 | $260K | Buy |
1,644
+11
| +0.7% | +$1.74K | 0.09% | 113 |
|
|
2022
Q3 | $224K | Buy |
+1,633
| New | +$224K | 0.08% | 117 |
|
|
2021
Q1 | – | Sell |
-50
| Closed | -$6K | – | 156 |
|
|
2020
Q4 | $6K | Hold |
50
| – | – | ﹤0.01% | 164 |
|
|
2020
Q3 | $6K | Buy |
+50
| New | +$6K | ﹤0.01% | 141 |
|
|
2017
Q4 | – | Sell |
-600
| Closed | -$63K | – | 223 |
|
|
2017
Q3 | $63K | Hold |
600
| – | – | 0.05% | 155 |
|
|
2017
Q2 | $71K | Buy |
+600
| New | +$71K | 0.06% | 142 |
|