Integrated Wealth Concepts’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 | $795K | Buy |
8,101
+620
| +8% | +$60.9K | 0.01% | 1042 |
|
|
2025
Q1 | $886K | Buy |
7,481
+5,529
| +283% | +$655K | 0.01% | 883 |
|
|
2024
Q4 | $215K | Sell |
1,952
-788
| -29% | -$86.8K | ﹤0.01% | 1565 |
|
|
2024
Q3 | $332K | Sell |
2,740
-143
| -5% | -$17.3K | ﹤0.01% | 1273 |
|
|
2024
Q2 | $314K | Sell |
2,883
-18
| -0.6% | -$1.96K | ﹤0.01% | 1290 |
|
|
2024
Q1 | $365K | Buy |
2,901
+194
| +7% | +$24.4K | 0.01% | 1209 |
|
|
2023
Q4 | $342K | Buy |
2,707
+446
| +20% | +$56.4K | 0.01% | 1196 |
|
|
2023
Q3 | $278K | Sell |
2,261
-21
| -0.9% | -$2.58K | ﹤0.01% | 1260 |
|
|
2023
Q2 | $337K | Sell |
2,282
-69
| -3% | -$10.2K | 0.01% | 1171 |
|
|
2023
Q1 | $370K | Buy |
2,351
+942
| +67% | +$148K | 0.01% | 971 |
|
|
2022
Q4 | $223K | Buy |
+1,409
| New | +$223K | 0.01% | 905 |
|
|
2022
Q1 | – | Sell |
-1,571
| Closed | -$213K | – | 1041 |
|
|
2021
Q4 | $213K | Buy |
+1,571
| New | +$213K | 0.01% | 913 |
|
|
2021
Q3 | – | Sell |
-3,214
| Closed | -$416K | – | 977 |
|
|
2021
Q2 | $416K | Buy |
3,214
+653
| +25% | +$84.5K | 0.01% | 570 |
|
|
2021
Q1 | $324K | Buy |
+2,561
| New | +$324K | 0.01% | 571 |
|