Cornerstone Planning Group’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 | – | Sell |
-15
| Closed | -$1.72K | – | 1669 |
|
|
2025
Q1 | $1.72K | Buy |
15
+3
| +25% | +$344 | ﹤0.01% | 1022 |
|
|
2024
Q4 | $1.24K | Buy |
12
+1
| +9% | +$103 | ﹤0.01% | 913 |
|
|
2024
Q3 | $1.3K | Sell |
11
-1
| -8% | -$118 | ﹤0.01% | 878 |
|
|
2024
Q2 | $1.37K | Sell |
12
-3
| -20% | -$342 | ﹤0.01% | 877 |
|
|
2024
Q1 | $1.61K | Buy |
15
+3
| +25% | +$321 | ﹤0.01% | 701 |
|
|
2023
Q4 | $1.53K | Buy |
12
+11
| +1,100% | +$1.4K | ﹤0.01% | 671 |
|
|
2023
Q3 | $123 | Buy |
+1
| New | +$123 | ﹤0.01% | 1074 |
|