GWM
GSB Wealth Management’s J.M. Smucker SJM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,585
| Closed | -$395K | – | 236 |
|
|
2024
Q4 | $395K | Sell |
3,585
-1,139
| -24% | -$125K | 0.1% | 154 |
|
|
2024
Q3 | $572K | Sell |
4,724
-798
| -14% | -$96.6K | 0.15% | 134 |
|
|
2024
Q2 | $602K | Buy |
5,522
+22
| +0.4% | +$2.4K | 0.16% | 129 |
|
|
2024
Q1 | $692K | Buy |
5,500
+304
| +6% | +$38.3K | 0.19% | 122 |
|
|
2023
Q4 | $657K | Buy |
5,196
+834
| +19% | +$105K | 0.2% | 117 |
|
|
2023
Q3 | $536K | Buy |
4,362
+16
| +0.4% | +$1.97K | 0.18% | 127 |
|
|
2023
Q2 | $642K | Buy |
4,346
+16
| +0.4% | +$2.36K | 0.21% | 118 |
|
|
2023
Q1 | $681K | Sell |
4,330
-844
| -16% | -$133K | 0.22% | 123 |
|
|
2022
Q4 | $820K | Buy |
5,174
+16
| +0.3% | +$2.54K | 0.29% | 109 |
|
|
2022
Q3 | $709K | Sell |
5,158
-198
| -4% | -$27.2K | 0.26% | 122 |
|
|
2022
Q2 | $686K | Buy |
5,356
+139
| +3% | +$17.8K | 0.23% | 130 |
|
|
2022
Q1 | $706K | Buy |
5,217
+1,557
| +43% | +$211K | 0.21% | 142 |
|
|
2021
Q4 | $497K | Buy |
+3,660
| New | +$497K | 0.14% | 158 |
|
|
2021
Q3 | – | Sell |
-3,407
| Closed | -$441K | – | 204 |
|
|
2021
Q2 | $441K | Buy |
3,407
+15
| +0.4% | +$1.94K | 0.14% | 162 |
|
|
2021
Q1 | $429K | Buy |
+3,392
| New | +$429K | 0.14% | 150 |
|