Gen-Wealth Partners’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 | $634K | Sell |
6,455
-525
| -8% | -$51.6K | 0.24% | 106 |
|
|
2025
Q1 | $827K | Buy |
6,980
+486
| +7% | +$57.6K | 0.35% | 77 |
|
|
2024
Q4 | $715K | Buy |
6,494
+80
| +1% | +$8.81K | 0.31% | 85 |
|
|
2024
Q3 | $731K | Buy |
6,414
+916
| +17% | +$104K | 0.32% | 70 |
|
|
2024
Q2 | $599K | Buy |
5,498
+1,077
| +24% | +$117K | 0.29% | 78 |
|
|
2024
Q1 | $557K | Buy |
+4,421
| New | +$557K | 0.28% | 86 |
|