HBW Advisory Services’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 | $1.76M | Sell |
17,894
-666
| -4% | -$65.4K | 0.22% | 113 |
|
|
2025
Q1 | $2.2M | Buy |
+18,560
| New | +$2.2M | 0.31% | 89 |
|
|
2024
Q4 | – | Sell |
-1,302
| Closed | -$158K | – | 404 |
|
|
2024
Q3 | $158K | Sell |
1,302
-68
| -5% | -$8.24K | 0.02% | 350 |
|
|
2024
Q2 | $149K | Sell |
1,370
-156
| -10% | -$17K | 0.02% | 327 |
|
|
2024
Q1 | $193K | Hold |
1,526
| – | – | 0.04% | 288 |
|
|
2023
Q4 | $193K | Sell |
1,526
-76
| -5% | -$9.61K | 0.04% | 288 |
|
|
2023
Q3 | $197K | Sell |
1,602
-60
| -4% | -$7.38K | 0.04% | 272 |
|
|
2023
Q2 | $245K | Sell |
1,662
-57
| -3% | -$8.4K | 0.05% | 254 |
|
|
2023
Q1 | $271K | Buy |
+1,719
| New | +$271K | 0.07% | 214 |
|
|
2022
Q4 | – | Sell |
-1,821
| Closed | -$250K | – | 271 |
|
|
2022
Q3 | $250K | Sell |
1,821
-191
| -9% | -$26.2K | 0.07% | 193 |
|
|
2022
Q2 | $258K | Buy |
+2,012
| New | +$258K | 0.07% | 190 |
|
|
2022
Q1 | – | Sell |
-2,943
| Closed | -$400K | – | 265 |
|
|
2021
Q4 | $400K | Sell |
2,943
-656
| -18% | -$89.2K | 0.09% | 181 |
|
|
2021
Q3 | $432K | Sell |
3,599
-152
| -4% | -$18.2K | 0.11% | 171 |
|
|
2021
Q2 | $486K | Sell |
3,751
-431
| -10% | -$55.8K | 0.13% | 153 |
|
|
2021
Q1 | $529K | Sell |
4,182
-511
| -11% | -$64.6K | 0.14% | 139 |
|
|
2020
Q4 | $543K | Sell |
4,693
-254
| -5% | -$29.4K | 0.17% | 121 |
|
|
2020
Q3 | $571K | Sell |
4,947
-768
| -13% | -$88.6K | 0.23% | 106 |
|
|
2020
Q2 | $605K | Sell |
5,715
-391
| -6% | -$41.4K | 0.28% | 92 |
|
|
2020
Q1 | $678K | Sell |
6,106
-362
| -6% | -$40.2K | 0.49% | 63 |
|
|
2019
Q4 | $674K | Buy |
+6,468
| New | +$674K | 0.39% | 63 |
|