HB 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 | $306K | Sell |
3,116
-1,557
| -33% | -$153K | ﹤0.01% | 912 |
|
|
2025
Q1 | $553K | Buy |
4,673
+662
| +17% | +$78.4K | ﹤0.01% | 711 |
|
|
2024
Q4 | $442K | Sell |
4,011
-505
| -11% | -$55.6K | ﹤0.01% | 655 |
|
|
2024
Q3 | $547K | Buy |
4,516
+537
| +13% | +$65K | 0.01% | 556 |
|
|
2024
Q2 | $434K | Buy |
3,979
+865
| +28% | +$94.3K | 0.01% | 577 |
|
|
2024
Q1 | $392K | Sell |
3,114
-996
| -24% | -$125K | ﹤0.01% | 564 |
|
|
2023
Q4 | $519K | Sell |
4,110
-1,205
| -23% | -$152K | 0.01% | 442 |
|
|
2023
Q3 | $653K | Buy |
5,315
+1,893
| +55% | +$233K | 0.01% | 372 |
|
|
2023
Q2 | $505K | Buy |
3,422
+479
| +16% | +$70.7K | 0.01% | 412 |
|
|
2023
Q1 | $463K | Sell |
2,943
-5,678
| -66% | -$894K | 0.01% | 426 |
|
|
2022
Q4 | $1.37M | Buy |
8,621
+6,375
| +284% | +$1.01M | 0.02% | 240 |
|
|
2022
Q3 | $309K | Sell |
2,246
-780
| -26% | -$107K | 0.01% | 433 |
|
|
2022
Q2 | $387K | Buy |
+3,026
| New | +$387K | 0.01% | 388 |
|
|
2022
Q1 | – | Sell |
-1,887
| Closed | -$256K | – | 607 |
|
|
2021
Q4 | $256K | Buy |
+1,887
| New | +$256K | 0.01% | 425 |
|