Commonwealth Financial 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 | $257K | Buy |
2,620
+43
| +2% | +$4.22K | 0.05% | 174 |
|
|
2025
Q1 | $305K | Sell |
2,577
-346
| -12% | -$41K | 0.06% | 145 |
|
|
2024
Q4 | $322K | Sell |
2,923
-90
| -3% | -$9.91K | 0.06% | 141 |
|
|
2024
Q3 | $365K | Sell |
3,013
-17
| -0.6% | -$2.06K | 0.07% | 125 |
|
|
2024
Q2 | $333K | Sell |
3,030
-274
| -8% | -$30.1K | 0.07% | 125 |
|
|
2024
Q1 | $418K | Hold |
3,304
| – | – | 0.1% | 106 |
|
|
2023
Q4 | $418K | Buy |
3,304
+1,620
| +96% | +$205K | 0.1% | 105 |
|
|
2023
Q3 | $207K | Buy |
+1,684
| New | +$207K | 0.06% | 177 |
|
|
2017
Q1 | $13K | Hold |
100
| – | – | 0.01% | 178 |
|
|
2016
Q4 | $13K | Sell |
100
-108
| -52% | -$14K | 0.01% | 162 |
|
|
2016
Q3 | $28K | Sell |
208
-465
| -69% | -$62.6K | 0.03% | 110 |
|
|
2016
Q2 | $103K | Hold |
673
| – | – | 0.12% | 66 |
|
|
2016
Q1 | $87K | Buy |
673
+465
| +224% | +$60.1K | 0.13% | 62 |
|
|
2015
Q4 | $26K | Buy |
208
+108
| +108% | +$13.5K | 0.09% | 100 |
|
|
2015
Q3 | $11K | Hold |
100
| – | – | 0.01% | 149 |
|
|
2015
Q2 | $11K | Hold |
100
| – | – | 0.01% | 170 |
|
|
2015
Q1 | $12K | Hold |
100
| – | – | 0.01% | 169 |
|
|
2014
Q4 | $10K | Buy |
+100
| New | +$10K | 0.01% | 171 |
|