Everhart Financial Group’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 | $330K | Buy |
3,359
+242
| +8% | +$23.8K | 0.04% | 278 |
|
|
2025
Q1 | $369K | Buy |
3,117
+832
| +36% | +$98.5K | 0.05% | 251 |
|
|
2024
Q4 | $252K | Sell |
2,285
-47
| -2% | -$5.18K | 0.05% | 277 |
|
|
2024
Q3 | $282K | Buy |
2,332
+398
| +21% | +$48.2K | 0.06% | 268 |
|
|
2024
Q2 | $211K | Buy |
1,934
+317
| +20% | +$34.6K | 0.05% | 281 |
|
|
2024
Q1 | $204K | Buy |
+1,617
| New | +$204K | 0.06% | 264 |
|