Independent Advisor Alliance’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 | $486K | Sell |
4,953
-546
| -10% | -$53.6K | 0.01% | 596 |
|
|
2025
Q1 | $651K | Sell |
5,499
-342
| -6% | -$40.5K | 0.02% | 462 |
|
|
2024
Q4 | $643K | Buy |
5,841
+737
| +14% | +$81.2K | 0.01% | 866 |
|
|
2024
Q3 | $618K | Sell |
5,104
-299
| -6% | -$36.2K | 0.02% | 415 |
|
|
2024
Q2 | $589K | Buy |
5,403
+685
| +15% | +$74.7K | 0.02% | 427 |
|
|
2024
Q1 | $594K | Sell |
4,718
-46
| -1% | -$5.79K | 0.02% | 415 |
|
|
2023
Q4 | $602K | Buy |
4,764
+527
| +12% | +$66.6K | 0.02% | 403 |
|
|
2023
Q3 | $521K | Sell |
4,237
-6,908
| -62% | -$849K | 0.02% | 406 |
|
|
2023
Q2 | $1.65M | Buy |
11,145
+2,506
| +29% | +$370K | 0.07% | 226 |
|
|
2023
Q1 | $1.36M | Buy |
+8,639
| New | +$1.36M | 0.07% | 247 |
|