Great Valley Advisor 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 | $507K | Sell |
5,160
-292
| -5% | -$28.7K | 0.01% | 603 |
|
|
2025
Q1 | $645K | Sell |
5,452
-26,033
| -83% | -$3.08M | 0.01% | 531 |
|
|
2024
Q4 | $3.47M | Buy |
31,485
+4,514
| +17% | +$497K | 0.08% | 233 |
|
|
2024
Q3 | $3.27M | Buy |
+26,971
| New | +$3.27M | 0.08% | 244 |
|
|
2024
Q1 | – | Sell |
-10,455
| Closed | -$1.32M | – | 777 |
|
|
2023
Q4 | $1.32M | Buy |
+10,455
| New | +$1.32M | 0.05% | 299 |
|