Empowered Funds’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 | $1.34M | Buy |
13,646
+654
| +5% | +$64.2K | 0.02% | 981 |
|
|
2025
Q1 | $1.54M | Buy |
12,992
+2,889
| +29% | +$342K | 0.02% | 852 |
|
|
2024
Q4 | $1.11M | Buy |
10,103
+866
| +9% | +$95.4K | 0.02% | 939 |
|
|
2024
Q3 | $1.12M | Buy |
9,237
+7,318
| +381% | +$886K | 0.02% | 870 |
|
|
2024
Q2 | $209K | Sell |
1,919
-337
| -15% | -$36.7K | ﹤0.01% | 1291 |
|
|
2024
Q1 | $284K | Buy |
+2,256
| New | +$284K | 0.01% | 1222 |
|
|
2022
Q2 | – | Sell |
-5,761
| Closed | -$780K | – | 329 |
|
|
2022
Q1 | $780K | Sell |
5,761
-443
| -7% | -$60K | 0.09% | 207 |
|
|
2021
Q4 | $843K | Buy |
6,204
+987
| +19% | +$134K | 0.1% | 169 |
|
|
2021
Q3 | $626K | Sell |
5,217
-28,006
| -84% | -$3.36M | 0.08% | 153 |
|
|
2021
Q2 | $4.31M | Buy |
33,223
+9,153
| +38% | +$1.19M | 0.55% | 40 |
|
|
2021
Q1 | $2.78M | Hold |
24,070
| – | – | 0.53% | 47 |
|
|
2020
Q4 | $2.78M | Buy |
+24,070
| New | +$2.78M | 0.53% | 47 |
|