Glass Jacobson Investment 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 | – | Sell |
-52
| Closed | -$5.73K | – | 798 |
|
|
2025
Q1 | $5.73K | Hold |
52
| – | – | ﹤0.01% | 659 |
|
|
2024
Q4 | $5.73K | Hold |
52
| – | – | ﹤0.01% | 659 |
|
|
2024
Q3 | $6.3K | Hold |
52
| – | – | ﹤0.01% | 609 |
|
|
2024
Q2 | $5.67K | Hold |
52
| – | – | ﹤0.01% | 608 |
|
|
2024
Q1 | $6.55K | Hold |
52
| – | – | ﹤0.01% | 594 |
|
|
2023
Q4 | $6.57K | Sell |
52
-400
| -88% | -$50.6K | ﹤0.01% | 563 |
|
|
2023
Q3 | $55.6K | Hold |
452
| – | – | 0.03% | 314 |
|
|
2023
Q2 | $66.7K | Buy |
+452
| New | +$66.7K | 0.03% | 304 |
|
|
2022
Q4 | $71.6K | Buy |
+452
| New | +$71.6K | 0.04% | 302 |
|