IMA Advisory Services’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 | $69.3K | Hold |
706
| – | – | 0.01% | 209 |
|
|
2025
Q1 | $83.6K | Buy |
+706
| New | +$83.6K | 0.01% | 204 |
|
|
2024
Q4 | – | Sell |
-1,102
| Closed | -$133K | – | 262 |
|
|
2024
Q3 | $133K | Buy |
+1,102
| New | +$133K | 0.03% | 145 |
|
|
2023
Q4 | – | Sell |
-706
| Closed | -$86.8K | – | 238 |
|
|
2023
Q3 | $86.8K | Hold |
706
| – | – | 0.02% | 160 |
|
|
2023
Q2 | $104K | Sell |
706
-26
| -4% | -$3.84K | 0.03% | 151 |
|
|
2023
Q1 | $115K | Hold |
732
| – | – | 0.03% | 147 |
|
|
2022
Q4 | $116K | Hold |
732
| – | – | 0.03% | 154 |
|
|
2022
Q3 | $101K | Hold |
732
| – | – | 0.03% | 156 |
|
|
2022
Q2 | $94K | Buy |
+732
| New | +$94K | 0.02% | 170 |
|
|
2019
Q2 | – | Sell |
-200
| Closed | -$23K | – | 307 |
|
|
2019
Q1 | $23K | Buy |
+200
| New | +$23K | 0.01% | 182 |
|