Golden State 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 | $94.4K | Buy |
961
+119
| +14% | +$11.7K | 0.01% | 493 |
|
|
2025
Q1 | $99.8K | Buy |
842
+8
| +1% | +$948 | 0.01% | 443 |
|
|
2024
Q4 | $91.9K | Buy |
+834
| New | +$91.9K | 0.01% | 446 |
|
|
2020
Q2 | – | Sell |
-415
| Closed | -$46K | – | 759 |
|
|
2020
Q1 | $46K | Buy |
+415
| New | +$46K | 0.02% | 374 |
|
|
2019
Q4 | – | Sell |
-100
| Closed | -$11K | – | 759 |
|
|
2019
Q3 | $11K | Hold |
100
| – | – | ﹤0.01% | 733 |
|
|
2019
Q2 | $11K | Buy |
+100
| New | +$11K | ﹤0.01% | 735 |
|