Daymark Wealth Partners’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 | $6.73M | Sell |
68,494
-335
| -0.5% | -$32.9K | 0.26% | 85 |
|
|
2025
Q1 | $8.15M | Buy |
68,829
+4,521
| +7% | +$535K | 0.35% | 62 |
|
|
2024
Q4 | $7.08M | Buy |
64,308
+5,641
| +10% | +$621K | 0.3% | 72 |
|
|
2024
Q3 | $7.1M | Buy |
58,667
+6,868
| +13% | +$832K | 0.3% | 75 |
|
|
2024
Q2 | $5.65M | Buy |
51,799
+1,643
| +3% | +$179K | 0.26% | 85 |
|
|
2024
Q1 | $6.31M | Buy |
50,156
+365
| +0.7% | +$45.9K | 0.34% | 73 |
|
|
2023
Q4 | $6.29M | Buy |
49,791
+4,979
| +11% | +$629K | 0.39% | 59 |
|
|
2023
Q3 | $5.51M | Buy |
44,812
+6,654
| +17% | +$818K | 0.38% | 60 |
|
|
2023
Q2 | $5.63M | Buy |
38,158
+33,450
| +710% | +$4.94M | 0.42% | 57 |
|
|
2023
Q1 | $741K | Sell |
4,708
-762
| -14% | -$120K | 0.1% | 157 |
|
|
2022
Q4 | $867K | Buy |
+5,470
| New | +$867K | 0.15% | 106 |
|