GPS Wealth Strategies Group’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 | $105K | Sell |
1,065
-157
| -13% | -$15.4K | 0.01% | 456 |
|
|
2025
Q1 | $145K | Hold |
1,222
| – | – | 0.02% | 375 |
|
|
2024
Q4 | $135K | Sell |
1,222
-300
| -20% | -$33K | 0.02% | 367 |
|
|
2024
Q3 | $184K | Buy |
1,522
+62
| +4% | +$7.51K | 0.02% | 320 |
|
|
2024
Q2 | $159K | Sell |
1,460
-100
| -6% | -$10.9K | 0.02% | 307 |
|
|
2024
Q1 | $196K | Sell |
1,560
-5,437
| -78% | -$684K | 0.03% | 253 |
|
|
2023
Q4 | $884K | Buy |
6,997
+105
| +2% | +$13.3K | 0.16% | 104 |
|
|
2023
Q3 | $847K | Buy |
6,892
+132
| +2% | +$16.2K | 0.16% | 108 |
|
|
2023
Q2 | $998K | Sell |
6,760
-337
| -5% | -$49.8K | 0.19% | 96 |
|
|
2023
Q1 | $1.12M | Buy |
+7,097
| New | +$1.12M | 0.23% | 80 |
|
|
2022
Q4 | – | Sell |
-6,841
| Closed | -$940K | – | 925 |
|
|
2022
Q3 | $940K | Sell |
6,841
-102
| -1% | -$14K | 0.24% | 76 |
|
|
2022
Q2 | $889K | Buy |
6,943
+1,744
| +34% | +$223K | 0.23% | 75 |
|
|
2022
Q1 | $704K | Buy |
5,199
+321
| +7% | +$43.5K | 0.16% | 90 |
|
|
2021
Q4 | $663K | Buy |
4,878
+312
| +7% | +$42.4K | 0.15% | 93 |
|
|
2021
Q3 | $548K | Buy |
4,566
+532
| +13% | +$63.8K | 0.14% | 100 |
|
|
2021
Q2 | $523K | Buy |
4,034
+393
| +11% | +$51K | 0.13% | 103 |
|
|
2021
Q1 | $460K | Buy |
3,641
+183
| +5% | +$23.1K | 0.14% | 100 |
|
|
2020
Q4 | $400K | Sell |
3,458
-153
| -4% | -$17.7K | 0.14% | 107 |
|
|
2020
Q3 | $417K | Buy |
+3,611
| New | +$417K | 0.17% | 91 |
|