Cobblestone Capital Advisors’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 | – | Sell |
-1,785
| Closed | -$216K | – | 302 |
|
|
2024
Q3 | $216K | Buy |
+1,785
| New | +$216K | 0.01% | 274 |
|
|
2024
Q2 | – | Sell |
-1,785
| Closed | -$225K | – | 287 |
|
|
2024
Q1 | $225K | Buy |
+1,785
| New | +$225K | 0.01% | 260 |
|
|
2023
Q2 | – | Sell |
-1,345
| Closed | -$212K | – | 277 |
|
|
2023
Q1 | $212K | Sell |
1,345
-61
| -4% | -$9.6K | 0.02% | 257 |
|
|
2022
Q4 | $223K | Buy |
+1,406
| New | +$223K | 0.02% | 254 |
|