Heron Financial Group’s J.M. Smucker SJM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $844K | Buy |
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|
2023
Q1 | $888K | Buy |
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|
2022
Q4 | $855K | Buy |
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|
2022
Q3 | $734K | Buy |
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|
2022
Q2 | $680K | Buy |
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|
2022
Q1 | $705K | Buy |
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|
2021
Q4 | $697K | Buy |
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|
2021
Q3 | $587K | Buy |
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|
2021
Q2 | $616K | Buy |
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|
2021
Q1 | $482K | Buy |
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|
2020
Q4 | $422K | Sell |
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|
2020
Q3 | $445K | Buy |
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|
2020
Q2 | $216K | Buy |
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