Corient Private Wealth’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 | $10.4M | Buy |
105,606
+50,054
| +90% | +$4.92M | 0.01% | 561 |
|
|
2025
Q1 | $6.58M | Sell |
55,552
-215
| -0.4% | -$25.5K | 0.01% | 608 |
|
|
2024
Q4 | $6.14M | Buy |
55,767
+3,407
| +7% | +$375K | 0.01% | 644 |
|
|
2024
Q3 | $6.34M | Sell |
52,360
-4,045
| -7% | -$490K | 0.01% | 667 |
|
|
2024
Q2 | $6.15M | Sell |
56,405
-3,477
| -6% | -$379K | 0.01% | 651 |
|
|
2024
Q1 | $7.54M | Sell |
59,882
-635
| -1% | -$79.9K | 0.01% | 592 |
|
|
2023
Q4 | $7.65M | Buy |
60,517
+2,741
| +5% | +$346K | 0.01% | 585 |
|
|
2023
Q3 | $7.1M | Buy |
57,776
+23,372
| +68% | +$2.87M | 0.02% | 557 |
|
|
2023
Q2 | $5.08M | Sell |
34,404
-831
| -2% | -$123K | 0.01% | 631 |
|
|
2023
Q1 | $5.55M | Buy |
35,235
+5,192
| +17% | +$817K | 0.01% | 561 |
|
|
2022
Q4 | $4.76M | Buy |
+30,043
| New | +$4.76M | 0.02% | 515 |
|