Forza Wealth 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 | – | Sell |
-3,700
| Closed | -$438K | – | 191 |
|
|
2025
Q1 | $438K | Sell |
3,700
-10
| -0.3% | -$1.18K | 0.2% | 121 |
|
|
2024
Q4 | $409K | Sell |
3,710
-30
| -0.8% | -$3.3K | 0.19% | 126 |
|
|
2024
Q3 | $453K | Sell |
3,740
-200
| -5% | -$24.2K | 0.21% | 125 |
|
|
2024
Q2 | $430K | Sell |
3,940
-200
| -5% | -$21.8K | 0.22% | 121 |
|
|
2024
Q1 | $521K | Sell |
4,140
-100
| -2% | -$12.6K | 0.27% | 103 |
|
|
2023
Q4 | $536K | Sell |
4,240
-660
| -13% | -$83.4K | 0.3% | 98 |
|
|
2023
Q3 | $602K | Hold |
4,900
| – | – | 0.31% | 99 |
|
|
2023
Q2 | $724K | Buy |
4,900
+20
| +0.4% | +$2.95K | 0.36% | 87 |
|
|
2023
Q1 | $768K | Hold |
4,880
| – | – | 0.4% | 80 |
|
|
2022
Q4 | $773K | Buy |
+4,880
| New | +$773K | 0.51% | 57 |
|