Hennion & Walsh Asset Management’s J.M. Smucker SJM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $798K | Buy |
8,129
+508
| +7% | +$49.9K | 0.03% | 546 |
|
|
2025
Q1 | $902K | Sell |
7,621
-1,653
| -18% | -$196K | 0.04% | 493 |
|
|
2024
Q4 | $1.02M | Buy |
9,274
+825
| +10% | +$90.8K | 0.05% | 463 |
|
|
2024
Q3 | $1.02M | Sell |
8,449
-1,723
| -17% | -$209K | 0.05% | 446 |
|
|
2024
Q2 | $1.11M | Buy |
10,172
+126
| +1% | +$13.7K | 0.06% | 401 |
|
|
2024
Q1 | $1.26M | Sell |
10,046
-612
| -6% | -$77K | 0.07% | 365 |
|
|
2023
Q4 | $1.35M | Sell |
10,658
-813
| -7% | -$103K | 0.08% | 333 |
|
|
2023
Q3 | $1.41M | Sell |
11,471
-1,064
| -8% | -$131K | 0.09% | 277 |
|
|
2023
Q2 | $1.85M | Buy |
12,535
+457
| +4% | +$67.5K | 0.11% | 228 |
|
|
2023
Q1 | $1.9M | Buy |
12,078
+814
| +7% | +$128K | 0.12% | 217 |
|
|
2022
Q4 | $1.79M | Buy |
11,264
+1,739
| +18% | +$276K | 0.11% | 224 |
|
|
2022
Q3 | $1.31M | Buy |
9,525
+1,739
| +22% | +$239K | 0.09% | 267 |
|
|
2022
Q2 | $997K | Buy |
7,786
+1,001
| +15% | +$128K | 0.06% | 311 |
|
|
2022
Q1 | $919K | Buy |
6,785
+202
| +3% | +$27.4K | 0.05% | 364 |
|
|
2021
Q4 | $894K | Sell |
6,583
-122
| -2% | -$16.6K | 0.04% | 390 |
|
|
2021
Q3 | $805K | Buy |
6,705
+283
| +4% | +$34K | 0.04% | 404 |
|
|
2021
Q2 | $832K | Buy |
6,422
+128
| +2% | +$16.6K | 0.04% | 403 |
|
|
2021
Q1 | $796K | Buy |
+6,294
| New | +$796K | 0.05% | 408 |
|