Gitterman 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 | $362K | Buy |
+3,686
| New | +$362K | 0.08% | 62 |
|
|
2023
Q2 | – | Sell |
-1,487
| Closed | -$234K | – | 104 |
|
|
2023
Q1 | $234K | Buy |
+1,487
| New | +$234K | 0.11% | 61 |
|
|
2022
Q4 | – | Sell |
-1,842
| Closed | -$252K | – | 90 |
|
|
2022
Q3 | $252K | Buy |
1,842
+4
| +0.2% | +$547 | 0.26% | 44 |
|
|
2022
Q2 | $236K | Buy |
+1,838
| New | +$236K | 0.22% | 51 |
|
|
2022
Q1 | – | Sell |
-1,735
| Closed | -$235K | – | 121 |
|
|
2021
Q4 | $235K | Buy |
+1,735
| New | +$235K | 0.17% | 71 |
|