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