Cornerstone 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
| New | +$296K | 0.02% | 516 |
|
|
2019
Q2 | – | Sell |
-357
| Closed | -$236K | – | 477 |
|
|
2019
Q1 | $236K | Buy |
+357
| New | +$236K | 0.03% | 454 |
|
|
2018
Q4 | – | Sell |
-26,767
| Closed | -$260K | – | 1004 |
|
|
2018
Q3 | $260K | Sell |
26,767
-9,109
| -25% | -$88.5K | ﹤0.01% | 1115 |
|
|
2018
Q2 | $341K | Buy |
+35,876
| New | +$341K | ﹤0.01% | 1144 |
|