GFPC
Global Financial Private Client’s J.M. Smucker SJM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-269
| Closed | -$32K | – | 1356 |
|
|
2025
Q1 | $32K | Buy |
269
+10
| +4% | +$1.19K | 0.01% | 382 |
|
|
2024
Q4 | $28.6K | Buy |
259
+5
| +2% | +$553 | 0.01% | 380 |
|
|
2024
Q3 | $30.9K | Sell |
254
-200
| -44% | -$24.3K | 0.01% | 369 |
|
|
2024
Q2 | $49.6K | Hold |
454
| – | – | 0.02% | 302 |
|
|
2024
Q1 | $56.8K | Hold |
454
| – | – | 0.02% | 294 |
|
|
2023
Q4 | $57.5K | Hold |
454
| – | – | 0.03% | 285 |
|
|
2023
Q3 | $55.3K | Hold |
454
| – | – | 0.03% | 274 |
|
|
2023
Q2 | $68.4K | Hold |
454
| – | – | 0.03% | 263 |
|
|
2023
Q1 | $71.7K | Hold |
454
| – | – | 0.04% | 247 |
|
|
2022
Q4 | $72.1K | Hold |
454
| – | – | 0.04% | 233 |
|
|
2022
Q3 | $63.5K | Hold |
454
| – | – | 0.04% | 239 |
|
|
2022
Q2 | $59.7K | Buy |
454
+250
| +123% | +$32.9K | 0.03% | 248 |
|
|
2022
Q1 | $28.1K | Buy |
204
+200
| +5,000% | +$27.5K | 0.01% | 321 |
|
|
2021
Q4 | $543 | Hold |
4
| – | – | ﹤0.01% | 614 |
|
|
2021
Q3 | $479 | Hold |
4
| – | – | ﹤0.01% | 579 |
|
|
2021
Q2 | $520 | Hold |
4
| – | – | ﹤0.01% | 578 |
|
|
2021
Q1 | $505 | Hold |
4
| – | – | ﹤0.01% | 550 |
|
|
2020
Q4 | $462 | Hold |
4
| – | – | ﹤0.01% | 537 |
|
|
2020
Q3 | $464 | Hold |
4
| – | – | ﹤0.01% | 455 |
|
|
2020
Q2 | $421 | Hold |
4
| – | – | ﹤0.01% | 498 |
|
|
2020
Q1 | $438 | Hold |
4
| – | – | ﹤0.01% | 513 |
|
|
2019
Q4 | $417 | Buy |
+4
| New | +$417 | ﹤0.01% | 530 |
|