Crewe Advisors’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 | $9.13K | Buy |
+93
| New | +$9.13K | ﹤0.01% | 472 |
|
|
2022
Q4 | – | Sell |
-12
| Closed | -$2K | – | 1239 |
|
|
2022
Q3 | $2K | Buy |
12
+6
| +100% | +$1K | ﹤0.01% | 1078 |
|
|
2022
Q2 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 1101 |
|
|
2020
Q4 | – | Sell |
-19
| Closed | -$2K | – | 621 |
|
|
2020
Q3 | $2K | Buy |
+19
| New | +$2K | ﹤0.01% | 529 |
|