Heritage Wealth Advisors’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 | $2.95K | Hold |
30
| – | – | ﹤0.01% | 495 |
|
|
2025
Q1 | $3.55K | Hold |
30
| – | – | ﹤0.01% | 477 |
|
|
2024
Q4 | $3.3K | Hold |
30
| – | – | ﹤0.01% | 528 |
|
|
2024
Q3 | $3.63K | Hold |
30
| – | – | ﹤0.01% | 511 |
|
|
2024
Q2 | $3.27K | Hold |
30
| – | – | ﹤0.01% | 465 |
|
|
2024
Q1 | $3.78K | Hold |
30
| – | – | ﹤0.01% | 483 |
|
|
2023
Q4 | $3.79K | Hold |
30
| – | – | ﹤0.01% | 489 |
|
|
2023
Q3 | $3.69K | Hold |
30
| – | – | ﹤0.01% | 446 |
|
|
2023
Q2 | $4.43K | Buy |
+30
| New | +$4.43K | ﹤0.01% | 476 |
|
|
2019
Q2 | – | Sell |
-96
| Closed | -$11.2K | – | 483 |
|
|
2019
Q1 | $11.2K | Hold |
96
| – | – | ﹤0.01% | 352 |
|
|
2018
Q4 | $8K | Hold |
96
| – | – | ﹤0.01% | 324 |
|
|
2018
Q3 | $9K | Buy |
+96
| New | +$9K | ﹤0.01% | 310 |
|