JFS Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.04K | Sell |
92
-10
| -10% | -$982 | ﹤0.01% | 899 |
|
|
2025
Q1 | $12.1K | Sell |
102
-2
| -2% | -$237 | ﹤0.01% | 816 |
|
|
2024
Q4 | $11.5K | Sell |
104
-12
| -10% | -$1.32K | ﹤0.01% | 811 |
|
|
2024
Q3 | $14K | Buy |
116
+22
| +23% | +$2.66K | ﹤0.01% | 737 |
|
|
2024
Q2 | $10.3K | Sell |
94
-1
| -1% | -$109 | ﹤0.01% | 792 |
|
|
2024
Q1 | $12K | Sell |
95
-7
| -7% | -$881 | ﹤0.01% | 763 |
|
|
2023
Q4 | $12.9K | Sell |
102
-6
| -6% | -$758 | ﹤0.01% | 703 |
|
|
2023
Q3 | $13.3K | Sell |
108
-22
| -17% | -$2.7K | ﹤0.01% | 636 |
|
|
2023
Q2 | $19.2K | Sell |
130
-25
| -16% | -$3.69K | ﹤0.01% | 563 |
|
|
2023
Q1 | $24.4K | Sell |
155
-1
| -0.6% | -$157 | ﹤0.01% | 485 |
|
|
2022
Q4 | $24.7K | Buy |
156
+2
| +1% | +$317 | ﹤0.01% | 485 |
|
|
2022
Q3 | $21K | Buy |
154
+32
| +26% | +$4.36K | ﹤0.01% | 563 |
|
|
2022
Q2 | $16K | Sell |
122
-9
| -7% | -$1.18K | ﹤0.01% | 638 |
|
|
2022
Q1 | $18K | Buy |
131
+39
| +42% | +$5.36K | ﹤0.01% | 636 |
|
|
2021
Q4 | $12K | Buy |
92
+26
| +39% | +$3.39K | ﹤0.01% | 666 |
|
|
2021
Q3 | $8K | Hold |
66
| – | – | ﹤0.01% | 678 |
|
|
2021
Q2 | $9K | Sell |
66
-25
| -27% | -$3.41K | ﹤0.01% | 457 |
|
|
2021
Q1 | $12K | Hold |
91
| – | – | ﹤0.01% | 402 |
|
|
2020
Q4 | $11K | Buy |
91
+66
| +264% | +$7.98K | ﹤0.01% | 412 |
|
|
2020
Q3 | $3K | Hold |
25
| – | – | ﹤0.01% | 488 |
|
|
2020
Q2 | $3K | Hold |
25
| – | – | ﹤0.01% | 470 |
|
|
2020
Q1 | $3K | Hold |
25
| – | – | ﹤0.01% | 419 |
|
|
2019
Q4 | $3K | Hold |
25
| – | – | ﹤0.01% | 440 |
|
|
2019
Q3 | $3K | Hold |
25
| – | – | ﹤0.01% | 435 |
|
|
2019
Q2 | $3K | Hold |
25
| – | – | ﹤0.01% | 422 |
|
|
2019
Q1 | $3K | Hold |
25
| – | – | ﹤0.01% | 423 |
|
|
2018
Q4 | $2K | Hold |
25
| – | – | ﹤0.01% | 427 |
|
|
2018
Q3 | $3K | Hold |
25
| – | – | ﹤0.01% | 486 |
|
|
2018
Q2 | $3K | Sell |
25
-44
| -64% | -$5.28K | ﹤0.01% | 427 |
|
|
2018
Q1 | $9K | Hold |
69
| – | – | ﹤0.01% | 375 |
|
|
2017
Q4 | $9K | Buy |
69
+44
| +176% | +$5.74K | ﹤0.01% | 383 |
|
|
2017
Q3 | $3K | Hold |
25
| – | – | ﹤0.01% | 411 |
|
|
2017
Q2 | $3K | Hold |
25
| – | – | ﹤0.01% | 391 |
|
|
2017
Q1 | $3K | Hold |
25
| – | – | ﹤0.01% | 411 |
|
|
2016
Q4 | $3K | Hold |
25
| – | – | ﹤0.01% | 411 |
|
|
2016
Q3 | $3K | Hold |
25
| – | – | ﹤0.01% | 447 |
|
|
2016
Q2 | $4K | Sell |
25
-6
| -19% | -$960 | ﹤0.01% | 443 |
|
|
2016
Q1 | $4K | Buy |
31
+1
| +3% | +$129 | ﹤0.01% | 468 |
|
|
2015
Q4 | $4K | Buy |
30
+5
| +20% | +$667 | ﹤0.01% | 469 |
|
|
2015
Q3 | $3K | Buy |
25
+5
| +25% | +$600 | ﹤0.01% | 426 |
|
|
2015
Q2 | $2K | Hold |
20
| – | – | ﹤0.01% | 470 |
|
|
2015
Q1 | $2K | Hold |
20
| – | – | ﹤0.01% | 467 |
|
|
2014
Q4 | $2K | Hold |
20
| – | – | ﹤0.01% | 486 |
|
|
2014
Q3 | $2K | Hold |
20
| – | – | ﹤0.01% | 439 |
|
|
2014
Q2 | $2K | Buy |
+20
| New | +$2K | ﹤0.01% | 437 |
|