J.W. Coons Advisors’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
Q1 | – | Sell |
-2,994
| Closed | -$378K | – | 252 |
|
|
2023
Q4 | $378K | Sell |
2,994
-545
| -15% | -$68.9K | 0.1% | 169 |
|
|
2023
Q3 | $435K | Sell |
3,539
-250
| -7% | -$30.7K | 0.13% | 142 |
|
|
2023
Q2 | $560K | Buy |
3,789
+30
| +0.8% | +$4.43K | 0.15% | 134 |
|
|
2023
Q1 | $592K | Buy |
3,759
+567
| +18% | +$89.2K | 0.17% | 130 |
|
|
2022
Q4 | $506K | Buy |
3,192
+1,320
| +71% | +$209K | 0.15% | 136 |
|
|
2022
Q3 | $257K | Buy |
+1,872
| New | +$257K | 0.1% | 187 |
|
|
2021
Q3 | – | Sell |
-1,660
| Closed | -$216K | – | 251 |
|
|
2021
Q2 | $216K | Sell |
1,660
-40
| -2% | -$5.21K | 0.08% | 206 |
|
|
2021
Q1 | $216K | Sell |
1,700
-1,295
| -43% | -$165K | 0.08% | 210 |
|
|
2020
Q4 | $347K | Buy |
+2,995
| New | +$347K | 0.13% | 152 |
|