Hedeker Wealth’s J.M. Smucker SJM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-14,567
| Closed | -$1.76M | – | 89 |
|
2024
Q3 | $1.76M | Sell |
14,567
-12
| -0.1% | -$1.45K | 0.47% | 56 |
|
2024
Q2 | $1.59M | Sell |
14,579
-392
| -3% | -$42.7K | 0.46% | 55 |
|
2024
Q1 | $1.88M | Sell |
14,971
-47
| -0.3% | -$5.92K | 0.54% | 57 |
|
2023
Q4 | $1.9M | Sell |
15,018
-2,386
| -14% | -$302K | 0.6% | 53 |
|
2023
Q3 | $2.14M | Buy |
+17,404
| New | +$2.14M | 0.74% | 52 |
|