Eads & Heald 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 | $798K | Sell |
8,129
-164
| -2% | -$16.1K | 0.39% | 98 |
|
|
2025
Q1 | $982K | Sell |
8,293
-85
| -1% | -$10.1K | 0.5% | 84 |
|
|
2024
Q4 | $923K | Sell |
8,378
-47
| -0.6% | -$5.18K | 0.45% | 90 |
|
|
2024
Q3 | $1.02M | Buy |
8,425
+545
| +7% | +$66K | 0.48% | 84 |
|
|
2024
Q2 | $859K | Sell |
7,880
-677
| -8% | -$73.8K | 0.42% | 89 |
|
|
2024
Q1 | $1.08M | Sell |
8,557
-1,221
| -12% | -$154K | 0.5% | 88 |
|
|
2023
Q4 | $1.24M | Sell |
9,778
-590
| -6% | -$74.6K | 0.59% | 79 |
|
|
2023
Q3 | $1.27M | Sell |
10,368
-262
| -2% | -$32.2K | 0.67% | 74 |
|
|
2023
Q2 | $1.57M | Sell |
10,630
-1,474
| -12% | -$218K | 0.77% | 60 |
|
|
2023
Q1 | $1.91M | Buy |
12,104
+1,043
| +9% | +$164K | 0.94% | 46 |
|
|
2022
Q4 | $1.75M | Sell |
11,061
-147
| -1% | -$23.3K | 0.89% | 48 |
|
|
2022
Q3 | $1.54M | Buy |
11,208
+63
| +0.6% | +$8.66K | 0.87% | 50 |
|
|
2022
Q2 | $1.43M | Sell |
11,145
-610
| -5% | -$78.1K | 0.77% | 57 |
|
|
2022
Q1 | $1.59M | Sell |
11,755
-60
| -0.5% | -$8.13K | 0.74% | 63 |
|
|
2021
Q4 | $1.61M | Buy |
11,815
+225
| +2% | +$30.6K | 0.7% | 70 |
|
|
2021
Q3 | $1.39M | Sell |
11,590
-135
| -1% | -$16.2K | 0.67% | 73 |
|
|
2021
Q2 | $1.52M | Sell |
11,725
-97
| -0.8% | -$12.6K | 0.74% | 68 |
|
|
2021
Q1 | $1.5M | Buy |
11,822
+1,591
| +16% | +$201K | 0.77% | 68 |
|
|
2020
Q4 | $1.18M | Buy |
10,231
+3,601
| +54% | +$416K | 0.64% | 73 |
|
|
2020
Q3 | $766K | Buy |
6,630
+880
| +15% | +$102K | 0.46% | 86 |
|
|
2020
Q2 | $608K | Buy |
5,750
+151
| +3% | +$16K | 0.37% | 94 |
|
|
2020
Q1 | $621K | Sell |
5,599
-90
| -2% | -$9.98K | 0.44% | 88 |
|
|
2019
Q4 | $592K | Sell |
5,689
-585
| -9% | -$60.9K | 0.31% | 104 |
|
|
2019
Q3 | $690K | Sell |
6,274
-40
| -0.6% | -$4.4K | 0.39% | 98 |
|
|
2019
Q2 | $727K | Sell |
6,314
-233
| -4% | -$26.8K | 0.41% | 95 |
|
|
2019
Q1 | $763K | Sell |
6,547
-80
| -1% | -$9.32K | 0.44% | 91 |
|
|
2018
Q4 | $620K | Sell |
6,627
-1,025
| -13% | -$95.9K | 0.41% | 93 |
|
|
2018
Q3 | $785K | Sell |
7,652
-10
| -0.1% | -$1.03K | 0.45% | 90 |
|
|
2018
Q2 | $824K | Buy |
7,662
+1,550
| +25% | +$167K | 0.51% | 84 |
|
|
2018
Q1 | $758K | Sell |
6,112
-80
| -1% | -$9.92K | 0.48% | 89 |
|
|
2017
Q4 | $769K | Buy |
6,192
+55
| +0.9% | +$6.83K | 0.45% | 95 |
|
|
2017
Q3 | $644K | Sell |
6,137
-1,591
| -21% | -$167K | 0.4% | 99 |
|
|
2017
Q2 | $914K | Sell |
7,728
-150
| -2% | -$17.7K | 0.59% | 81 |
|
|
2017
Q1 | $1.03M | Sell |
7,878
-95
| -1% | -$12.5K | 0.67% | 73 |
|
|
2016
Q4 | $1.02M | Sell |
7,973
-40
| -0.5% | -$5.12K | 0.7% | 71 |
|
|
2016
Q3 | $1.09M | Buy |
8,013
+4,453
| +125% | +$604K | 0.75% | 68 |
|
|
2016
Q2 | $543K | Sell |
3,560
-50
| -1% | -$7.63K | 0.37% | 101 |
|
|
2016
Q1 | $469K | Sell |
3,610
-560
| -13% | -$72.8K | 0.32% | 105 |
|
|
2015
Q4 | $514K | Buy |
4,170
+380
| +10% | +$46.8K | 0.36% | 103 |
|
|
2015
Q3 | $432K | Sell |
3,790
-135
| -3% | -$15.4K | 0.31% | 110 |
|
|
2015
Q2 | $426K | Sell |
3,925
-55
| -1% | -$5.97K | 0.28% | 110 |
|
|
2015
Q1 | $461K | Sell |
3,980
-150
| -4% | -$17.4K | 0.3% | 107 |
|
|
2014
Q4 | $417K | Buy |
4,130
+390
| +10% | +$39.4K | 0.27% | 106 |
|
|
2014
Q3 | $370K | Sell |
3,740
-65
| -2% | -$6.43K | 0.25% | 108 |
|
|
2014
Q2 | $405K | Buy |
3,805
+75
| +2% | +$7.98K | 0.27% | 105 |
|
|
2014
Q1 | $363K | Sell |
3,730
-230
| -6% | -$22.4K | 0.24% | 106 |
|
|
2013
Q4 | $410K | Sell |
3,960
-390
| -9% | -$40.4K | 0.27% | 100 |
|
|
2013
Q3 | $457K | Sell |
4,350
-745
| -15% | -$78.3K | 0.33% | 98 |
|
|
2013
Q2 | $526K | Buy |
+5,095
| New | +$526K | 0.37% | 92 |
|