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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-245	Closed	-$30.9K	–	1544
2023 Q4	$30.9K	Sell	245 -14	-5%	-$1.62K	﹤0.01%	581
2023 Q3	$31.8K	Buy	259 +2	+0.8%	+$284	0.01%	538
2023 Q2	$38K	Buy	257 +25	+11%	+$3.81K	0.01%	471
2023 Q1	$36.5K	Buy	232 +17	+8%	+$2.58K	0.01%	483
2022 Q4	$34K	Buy	215 +2	+0.9%	+$298	0.01%	519
2022 Q3	$29K	Sell	213 -4	-2%	-$545	0.01%	522
2022 Q2	$28K	Buy	217 +23	+12%	+$3.07K	0.01%	535
2022 Q1	$26K	Buy	194 +10	+5%	+$1.36K	﹤0.01%	565
2021 Q4	$25K	Sell	184 -2	-1%	-$255	﹤0.01%	553
2021 Q3	$22K	Buy	186 +2	+1%	+$254	﹤0.01%	564
2021 Q2	$24K	Buy	184 +12	+7%	+$1.59K	0.01%	529
2021 Q1	$22K	Buy	172 +72	+72%	+$8.5K	﹤0.01%	505
2020 Q4	$12K	Buy	100 +14	+16%	+$1.63K	﹤0.01%	683
2020 Q3	$10K	Buy	86 +19	+28%	+$2.12K	﹤0.01%	619
2020 Q2	$7K	Buy	67 +29	+76%	+$3.26K	﹤0.01%	564
2020 Q1	$4K	Buy	38 +5	+15%	+$534	﹤0.01%	563
2019 Q4	$3K	Buy	33 +6	+22%	+$635	﹤0.01%	694
2019 Q3	$3K	Sell	27 -3	-10%	-$334	﹤0.01%	640
2019 Q2	$3K	Buy	30 +6	+25%	+$733	﹤0.01%	661
2019 Q1	$3K	Sell	24 -25	-51%	-$2.61K	﹤0.01%	645
2018 Q4	$5K	Buy	49 +14	+40%	+$1.46K	﹤0.01%	434
2018 Q3	$4K	Hold	35	–	–	﹤0.01%	508
2018 Q2	$4K	Sell	35 -3	-8%	-$337	﹤0.01%	471
2018 Q1	$5K	Buy	38 +16	+73%	+$2K	﹤0.01%	431
2017 Q4	$3K	Buy	22 +6	+38%	+$667	﹤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%	400
2015 Q3	$2K	Hold	16	–	–	﹤0.01%	394
2015 Q2	$2K	Hold	16	–	–	﹤0.01%	404
2015 Q1	$2K	Hold	16	–	–	﹤0.01%	407
2014 Q4	$2K	Buy	+16	New	+$1.62K	﹤0.01%	452