Darwin Wealth 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 | $16.7K | Buy |
169
+2
| +1% | +$197 | 0.01% | 304 |
|
|
2025
Q1 | $18.5K | Hold |
167
| – | – | 0.01% | 313 |
|
|
2024
Q4 | $18.5K | Hold |
167
| – | – | 0.01% | 313 |
|
|
2024
Q3 | $20.2K | Buy |
+167
| New | +$20.2K | 0.01% | 307 |
|
|
2020
Q2 | – | Sell |
-491
| Closed | -$54K | – | 664 |
|
|
2020
Q1 | $54K | Buy |
+491
| New | +$54K | 0.02% | 229 |
|
|
2016
Q4 | – | Sell |
-10,637
| Closed | -$1.44M | – | 118 |
|
|
2016
Q3 | $1.44M | Buy |
10,637
+1,800
| +20% | +$244K | 1.11% | 38 |
|
|
2016
Q2 | $1.35M | Buy |
+8,837
| New | +$1.35M | 1.15% | 40 |
|