CreativeOne 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 | $793K | Sell |
8,074
-179
| -2% | -$17.6K | 0.02% | 604 |
|
|
2025
Q1 | $977K | Buy |
8,253
+909
| +12% | +$108K | 0.03% | 484 |
|
|
2024
Q4 | $809K | Buy |
7,344
+224
| +3% | +$24.7K | 0.02% | 541 |
|
|
2024
Q3 | $862K | Buy |
7,120
+764
| +12% | +$92.5K | 0.03% | 478 |
|
|
2024
Q2 | $693K | Buy |
+6,356
| New | +$693K | 0.04% | 406 |
|
|
2022
Q4 | – | Sell |
-2,189
| Closed | -$301K | – | 771 |
|
|
2022
Q3 | $301K | Buy |
2,189
+41
| +2% | +$5.64K | 0.02% | 551 |
|
|
2022
Q2 | $275K | Buy |
+2,148
| New | +$275K | 0.01% | 587 |
|
|
2022
Q1 | – | Sell |
-2,079
| Closed | -$282K | – | 806 |
|
|
2021
Q4 | $282K | Buy |
2,079
+185
| +10% | +$25.1K | 0.01% | 606 |
|
|
2021
Q3 | $227K | Buy |
+1,894
| New | +$227K | 0.01% | 631 |
|