Congress Wealth Management’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 | $296K | Buy |
3,017
+22
| +0.7% | +$2.16K | ﹤0.01% | 1071 |
|
|
2025
Q1 | $354K | Sell |
2,995
-139
| -4% | -$16.4K | ﹤0.01% | 904 |
|
|
2024
Q4 | $345K | Buy |
3,134
+801
| +34% | +$88.2K | ﹤0.01% | 732 |
|
|
2024
Q3 | $283K | Buy |
+2,333
| New | +$283K | ﹤0.01% | 746 |
|
|
2024
Q2 | – | Sell |
-1,808
| Closed | -$228K | – | 737 |
|
|
2024
Q1 | $228K | Sell |
1,808
-370
| -17% | -$46.6K | ﹤0.01% | 552 |
|
|
2023
Q4 | $275K | Buy |
2,178
+141
| +7% | +$17.8K | 0.01% | 545 |
|
|
2023
Q3 | $250K | Sell |
2,037
-559
| -22% | -$68.7K | 0.01% | 549 |
|
|
2023
Q2 | $383K | Buy |
2,596
+7
| +0.3% | +$1.03K | 0.01% | 450 |
|
|
2023
Q1 | $408K | Hold |
2,589
| – | – | 0.01% | 441 |
|
|
2022
Q4 | $410K | Sell |
2,589
-51
| -2% | -$8.08K | 0.01% | 431 |
|
|
2022
Q3 | $363K | Hold |
2,640
| – | – | 0.01% | 441 |
|
|
2022
Q2 | $337K | Buy |
2,640
+50
| +2% | +$6.38K | 0.01% | 457 |
|
|
2022
Q1 | $351K | Hold |
2,590
| – | – | 0.01% | 484 |
|
|
2021
Q4 | $352K | Buy |
+2,590
| New | +$352K | 0.01% | 504 |
|