Hazlett, Burt & Watson’s J.M. Smucker SJM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $152K | Sell |
1,543
-10
| -0.6% | -$985 | 0.06% | 233 |
|
|
2025
Q1 | $184K | Buy |
1,553
+350
| +29% | +$41.5K | 0.08% | 204 |
|
|
2024
Q4 | $132K | Hold |
1,203
| – | – | 0.06% | 249 |
|
|
2024
Q3 | $146K | Hold |
1,203
| – | – | 0.07% | 238 |
|
|
2024
Q2 | $131K | Buy |
1,203
+1,000
| +493% | +$109K | 0.07% | 237 |
|
|
2024
Q1 | $26K | Hold |
203
| – | – | 0.02% | 402 |
|
|
2023
Q4 | $26K | Hold |
203
| – | – | 0.02% | 386 |
|
|
2023
Q3 | $25K | Hold |
203
| – | – | 0.02% | 387 |
|
|
2023
Q2 | $30K | Sell |
203
-10
| -5% | -$1.48K | 0.02% | 364 |
|
|
2023
Q1 | $34K | Buy |
213
+10
| +5% | +$1.6K | 0.03% | 330 |
|
|
2022
Q4 | $32K | Hold |
203
| – | – | 0.03% | 326 |
|
|
2022
Q3 | $28K | Hold |
203
| – | – | 0.03% | 336 |
|
|
2022
Q2 | $26K | Hold |
203
| – | – | 0.02% | 348 |
|
|
2022
Q1 | $27K | Buy |
+203
| New | +$27K | 0.02% | 361 |
|