Focus Partners Wealth’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 | $4.15M | Buy |
42,238
+1,110
| +3% | +$109K | 0.01% | 728 |
|
|
2025
Q1 | $4.87M | Sell |
41,128
-763
| -2% | -$90.4K | 0.01% | 632 |
|
|
2024
Q4 | $4.61M | Buy |
41,891
+32,743
| +358% | +$3.61M | 0.01% | 625 |
|
|
2024
Q3 | $1.11M | Sell |
9,148
-68
| -0.7% | -$8.24K | ﹤0.01% | 908 |
|
|
2024
Q2 | $1M | Buy |
9,216
+6,168
| +202% | +$672K | ﹤0.01% | 795 |
|
|
2024
Q1 | $384K | Buy |
3,048
+88
| +3% | +$11.1K | ﹤0.01% | 779 |
|
|
2023
Q4 | $374K | Buy |
+2,960
| New | +$374K | ﹤0.01% | 628 |
|