Covestor’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 | $11K | Sell |
115
-5
| -4% | -$478 | 0.01% | 1556 |
|
|
2025
Q1 | $14K | Buy |
120
+2
| +2% | +$233 | 0.01% | 1319 |
|
|
2024
Q4 | $13K | Buy |
118
+2
| +2% | +$220 | 0.01% | 1402 |
|
|
2024
Q3 | $14K | Buy |
116
+10
| +9% | +$1.21K | 0.01% | 1365 |
|
|
2024
Q2 | $12K | Sell |
106
-948
| -90% | -$107K | 0.01% | 1429 |
|
|
2024
Q1 | $133K | Sell |
1,054
-39
| -4% | -$4.92K | 0.08% | 343 |
|
|
2023
Q4 | $138K | Buy |
1,093
+92
| +9% | +$11.6K | 0.09% | 297 |
|
|
2023
Q3 | $123K | Buy |
1,001
+898
| +872% | +$110K | 0.09% | 309 |
|
|
2023
Q2 | $15K | Sell |
103
-1
| -1% | -$146 | 0.01% | 1265 |
|
|
2023
Q1 | $16K | Buy |
104
+1
| +1% | +$154 | 0.01% | 1098 |
|
|
2022
Q4 | $16K | Sell |
103
-14
| -12% | -$2.18K | 0.01% | 1114 |
|
|
2022
Q3 | $16K | Sell |
117
-1,053
| -90% | -$144K | 0.01% | 1073 |
|
|
2022
Q2 | $150K | Sell |
1,170
-93
| -7% | -$11.9K | 0.12% | 199 |
|
|
2022
Q1 | $171K | Buy |
1,263
+461
| +57% | +$62.4K | 0.11% | 207 |
|
|
2021
Q4 | $109K | Buy |
+802
| New | +$109K | 0.15% | 132 |
|