InceptionR’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
Q3 | – | Sell |
-9,589
| Closed | -$1.05M | – | 849 |
|
|
2024
Q2 | $1.05M | Buy |
+9,589
| New | +$1.05M | 0.3% | 99 |
|
|
2024
Q1 | – | Sell |
-2,045
| Closed | -$258K | – | 718 |
|
|
2023
Q4 | $258K | Buy |
+2,045
| New | +$258K | 0.18% | 259 |
|
|
2023
Q2 | – | Sell |
-4,971
| Closed | -$782K | – | 599 |
|
|
2023
Q1 | $782K | Sell |
4,971
-3,314
| -40% | -$522K | 0.25% | 154 |
|
|
2022
Q4 | $1.31M | Buy |
+8,285
| New | +$1.31M | 0.69% | 6 |
|