Forum Financial Management’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 | $369K | Buy |
3,755
+642
| +21% | +$63K | 0.01% | 546 |
|
|
2025
Q1 | $369K | Buy |
3,113
+116
| +4% | +$13.7K | 0.01% | 484 |
|
|
2024
Q4 | $330K | Buy |
2,997
+928
| +45% | +$102K | 0.01% | 561 |
|
|
2024
Q3 | $251K | Buy |
2,069
+6
| +0.3% | +$726 | ﹤0.01% | 608 |
|
|
2024
Q2 | $225K | Hold |
2,063
| – | – | ﹤0.01% | 612 |
|
|
2024
Q1 | $260K | Buy |
2,063
+1
| +0% | +$126 | ﹤0.01% | 565 |
|
|
2023
Q4 | $261K | Sell |
2,062
-864
| -30% | -$109K | ﹤0.01% | 522 |
|
|
2023
Q3 | $360K | Hold |
2,926
| – | – | 0.01% | 364 |
|
|
2023
Q2 | $432K | Buy |
2,926
+1
| +0% | +$148 | 0.01% | 321 |
|
|
2023
Q1 | $460K | Sell |
2,925
-25
| -0.8% | -$3.94K | 0.01% | 283 |
|
|
2022
Q4 | $467K | Buy |
2,950
+307
| +12% | +$48.7K | 0.02% | 266 |
|
|
2022
Q3 | $363K | Hold |
2,643
| – | – | 0.02% | 294 |
|
|
2022
Q2 | $338K | Buy |
2,643
+1
| +0% | +$128 | 0.02% | 319 |
|
|
2022
Q1 | $357K | Hold |
2,642
| – | – | 0.02% | 319 |
|
|
2021
Q4 | $359K | Buy |
+2,642
| New | +$359K | 0.02% | 336 |
|