Fortis Group Advisors’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 | $2.55K | Hold |
26
| – | – | ﹤0.01% | 432 |
|
|
2025
Q1 | $3.08K | Hold |
26
| – | – | ﹤0.01% | 389 |
|
|
2024
Q4 | $2.86K | Hold |
26
| – | – | ﹤0.01% | 407 |
|
|
2024
Q3 | $3.15K | Hold |
26
| – | – | ﹤0.01% | 394 |
|
|
2024
Q2 | $2.84K | Hold |
26
| – | – | ﹤0.01% | 397 |
|
|
2024
Q1 | $3.27K | Sell |
26
-26
| -50% | -$3.27K | ﹤0.01% | 406 |
|
|
2023
Q4 | $6.57K | Buy |
52
+26
| +100% | +$3.29K | ﹤0.01% | 335 |
|
|
2023
Q3 | $3.2K | Buy |
+26
| New | +$3.2K | ﹤0.01% | 331 |
|
|
2020
Q3 | $3K | Buy |
+26
| New | +$3K | ﹤0.01% | 373 |
|