Glassman Wealth Services’s J.M. Smucker SJM Stock Holding History

Glassman Wealth Services’s Portfolio SJM Stock Details SJM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-245	Closed	-$30.9K	–	1544
2023 Q4	$30.9K	Sell	245 -14	-5%	-$1.77K	﹤0.01%	581
2023 Q3	$31.8K	Buy	259 +2	+0.8%	+$245	0.01%	538
2023 Q2	$38K	Buy	257 +25	+11%	+$3.69K	0.01%	471
2023 Q1	$36.5K	Buy	232 +17	+8%	+$2.68K	0.01%	483
2022 Q4	$34K	Buy	215 +2	+0.9%	+$316	0.01%	519
2022 Q3	$29K	Sell	213 -4	-2%	-$545	0.01%	522
2022 Q2	$28K	Buy	217 +23	+12%	+$2.97K	0.01%	535
2022 Q1	$26K	Buy	194 +10	+5%	+$1.34K	﹤0.01%	565
2021 Q4	$25K	Sell	184 -2	-1%	-$272	﹤0.01%	553
2021 Q3	$22K	Buy	186 +2	+1%	+$237	﹤0.01%	564
2021 Q2	$24K	Buy	184 +12	+7%	+$1.57K	0.01%	529
2021 Q1	$22K	Buy	172 +72	+72%	+$9.21K	﹤0.01%	505
2020 Q4	$12K	Buy	100 +14	+16%	+$1.68K	﹤0.01%	683
2020 Q3	$10K	Buy	86 +19	+28%	+$2.21K	﹤0.01%	619
2020 Q2	$7K	Buy	67 +29	+76%	+$3.03K	﹤0.01%	564
2020 Q1	$4K	Buy	38 +5	+15%	+$526	﹤0.01%	563
2019 Q4	$3K	Buy	33 +6	+22%	+$545	﹤0.01%	694
2019 Q3	$3K	Sell	27 -3	-10%	-$333	﹤0.01%	640
2019 Q2	$3K	Buy	30 +6	+25%	+$600	﹤0.01%	661
2019 Q1	$3K	Sell	24 -25	-51%	-$3.13K	﹤0.01%	645
2018 Q4	$5K	Buy	49 +14	+40%	+$1.43K	﹤0.01%	434
2018 Q3	$4K	Hold	35	–	–	﹤0.01%	508
2018 Q2	$4K	Sell	35 -3	-8%	-$343	﹤0.01%	471
2018 Q1	$5K	Buy	38 +16	+73%	+$2.11K	﹤0.01%	431
2017 Q4	$3K	Buy	22 +6	+38%	+$818	﹤0.01%	474
2017 Q3	$2K	Hold	16	–	–	﹤0.01%	421
2017 Q2	$2K	Hold	16	–	–	﹤0.01%	425
2017 Q1	$2K	Hold	16	–	–	﹤0.01%	457
2016 Q4	$2K	Hold	16	–	–	﹤0.01%	518
2016 Q3	$2K	Hold	16	–	–	﹤0.01%	409
2016 Q2	$2K	Hold	16	–	–	﹤0.01%	411
2016 Q1	$2K	Hold	16	–	–	﹤0.01%	408
2015 Q4	$2K	Hold	16	–	–	﹤0.01%	399
2015 Q3	$2K	Hold	16	–	–	﹤0.01%	393
2015 Q2	$2K	Hold	16	–	–	﹤0.01%	401
2015 Q1	$2K	Hold	16	–	–	﹤0.01%	400
2014 Q4	$2K	Buy	+16	New	+$2K	﹤0.01%	449