Creekmur 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 | $918K | Buy |
9,353
+2,391
| +34% | +$235K | 0.16% | 91 |
|
2025
Q1 | $824K | Buy |
6,962
+6,920
| +16,476% | +$819K | 0.17% | 64 |
|
2024
Q4 | $4.63K | Hold |
42
| – | – | ﹤0.01% | 507 |
|
2024
Q3 | $5.09K | Hold |
42
| – | – | ﹤0.01% | 528 |
|
2024
Q2 | $4.58K | Buy |
+42
| New | +$4.58K | ﹤0.01% | 590 |
|
2024
Q1 | – | Sell |
-101
| Closed | -$12.8K | – | 899 |
|
2023
Q4 | $12.8K | Buy |
+101
| New | +$12.8K | ﹤0.01% | 500 |
|