Costello Asset 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 | $42K | Buy |
427
+1
| +0.2% | +$98 | 0.02% | 258 |
|
|
2025
Q1 | $50.5K | Buy |
+426
| New | +$50.5K | 0.02% | 224 |
|
|
2021
Q3 | – | Sell |
-100
| Closed | -$13K | – | 240 |
|
|
2021
Q2 | $13K | Hold |
100
| – | – | 0.01% | 165 |
|
|
2021
Q1 | $13K | Hold |
100
| – | – | 0.01% | 177 |
|
|
2020
Q4 | $12K | Hold |
100
| – | – | 0.01% | 171 |
|
|
2020
Q3 | $12K | Sell |
100
-80
| -44% | -$9.6K | 0.01% | 153 |
|
|
2020
Q2 | $19K | Buy |
+180
| New | +$19K | 0.02% | 127 |
|