EverSource Wealth Advisors’s J.M. Smucker SJM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $105K | Buy |
1,071
+564
| +111% | +$55.4K | ﹤0.01% | 1172 |
|
|
2025
Q1 | $60K | Buy |
507
+158
| +45% | +$18.7K | ﹤0.01% | 1149 |
|
|
2024
Q4 | $38.4K | Buy |
349
+85
| +32% | +$9.36K | ﹤0.01% | 1307 |
|
|
2024
Q3 | $32K | Sell |
264
-10
| -4% | -$1.21K | ﹤0.01% | 1260 |
|
|
2024
Q2 | $32.3K | Sell |
274
-102
| -27% | -$12K | ﹤0.01% | 1296 |
|
|
2024
Q1 | $43.2K | Hold |
376
| – | – | ﹤0.01% | 1040 |
|
|
2023
Q4 | $47.5K | Sell |
376
-349
| -48% | -$44.1K | ﹤0.01% | 920 |
|
|
2023
Q3 | $89.1K | Buy |
725
+57
| +9% | +$7.01K | 0.01% | 608 |
|
|
2023
Q2 | $98.6K | Buy |
668
+172
| +35% | +$25.4K | 0.01% | 584 |
|
|
2023
Q1 | $78.1K | Sell |
496
-14
| -3% | -$2.2K | 0.01% | 632 |
|
|
2022
Q4 | $80.8K | Buy |
510
+3
| +0.6% | +$475 | 0.01% | 578 |
|
|
2022
Q3 | $70K | Buy |
507
+7
| +1% | +$966 | 0.02% | 541 |
|
|
2022
Q2 | $63K | Buy |
500
+436
| +681% | +$54.9K | 0.02% | 542 |
|
|
2022
Q1 | $9K | Buy |
64
+20
| +45% | +$2.81K | ﹤0.01% | 1036 |
|
|
2021
Q4 | $6K | Buy |
+44
| New | +$6K | ﹤0.01% | 1199 |
|