CoreCap Advisors’s J.M. Smucker SJM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $296K | Sell |
3,016
-38
| -1% | -$3.73K | 0.01% | 637 |
|
|
2025
Q1 | $362K | Buy |
3,054
+47
| +2% | +$5.57K | 0.02% | 535 |
|
|
2024
Q4 | $331K | Sell |
3,007
-52
| -2% | -$5.73K | 0.02% | 565 |
|
|
2024
Q3 | $370K | Buy |
+3,059
| New | +$370K | 0.02% | 530 |
|
|
2024
Q2 | – | Sell |
-3,176
| Closed | -$400K | – | 2442 |
|
|
2024
Q1 | $400K | Buy |
+3,176
| New | +$400K | 0.02% | 438 |
|
|
2022
Q4 | $59.3K | Buy |
+374
| New | +$59.3K | ﹤0.01% | 930 |
|
|
2022
Q3 | – | Sell |
-508
| Closed | -$65K | – | 1825 |
|
|
2022
Q2 | $65K | Buy |
+508
| New | +$65K | 0.01% | 854 |
|
|
2022
Q1 | – | Sell |
-1,251
| Closed | -$170K | – | 1823 |
|
|
2021
Q4 | $170K | Buy |
+1,251
| New | +$170K | 0.01% | 569 |
|