Independent Solutions Wealth Management’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 |
-2,281
| Closed | -$249K | – | 173 |
|
|
2024
Q2 | $249K | Sell |
2,281
-746
| -25% | -$81.3K | 0.06% | 151 |
|
|
2024
Q1 | $381K | Sell |
3,027
-205
| -6% | -$25.8K | 0.09% | 134 |
|
|
2023
Q4 | $408K | Sell |
3,232
-145
| -4% | -$18.3K | 0.1% | 130 |
|
|
2023
Q3 | $415K | Buy |
3,377
+15
| +0.4% | +$1.84K | 0.11% | 139 |
|
|
2023
Q2 | $496K | Sell |
3,362
-248
| -7% | -$36.6K | 0.12% | 126 |
|
|
2023
Q1 | $568K | Hold |
3,610
| – | – | 0.17% | 112 |
|
|
2022
Q4 | $572K | Sell |
3,610
-77
| -2% | -$12.2K | 0.17% | 112 |
|
|
2022
Q3 | $507K | Hold |
3,687
| – | – | 0.17% | 115 |
|
|
2022
Q2 | $472K | Hold |
3,687
| – | – | 0.15% | 119 |
|
|
2022
Q1 | $499K | Sell |
3,687
-88
| -2% | -$11.9K | 0.12% | 136 |
|
|
2021
Q4 | $513K | Buy |
3,775
+10
| +0.3% | +$1.36K | 0.12% | 132 |
|
|
2021
Q3 | $452K | Sell |
3,765
-150
| -4% | -$18K | 0.11% | 141 |
|
|
2021
Q2 | $507K | Sell |
3,915
-100
| -2% | -$13K | 0.12% | 133 |
|
|
2021
Q1 | $508K | Sell |
4,015
-1,087
| -21% | -$138K | 0.14% | 119 |
|
|
2020
Q4 | $590K | Hold |
5,102
| – | – | 0.18% | 96 |
|
|
2020
Q3 | $589K | Buy |
5,102
+89
| +2% | +$10.3K | 0.22% | 86 |
|
|
2020
Q2 | $530K | Sell |
5,013
-1,484
| -23% | -$157K | 0.23% | 86 |
|
|
2020
Q1 | $721K | Sell |
6,497
-749
| -10% | -$83.1K | 0.4% | 51 |
|
|
2019
Q4 | $755K | Buy |
+7,246
| New | +$755K | 0.33% | 62 |
|