Journey Advisory Group’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 | $210K | Buy |
2,143
+261
| +14% | +$25.6K | 0.02% | 267 |
|
|
2025
Q1 | $223K | Sell |
1,882
-352
| -16% | -$41.7K | 0.02% | 260 |
|
|
2024
Q4 | $244K | Hold |
2,234
| – | – | 0.03% | 205 |
|
|
2024
Q3 | $244K | Hold |
2,234
| – | – | 0.03% | 205 |
|
|
2024
Q2 | $244K | Sell |
2,234
-448
| -17% | -$48.9K | 0.03% | 205 |
|
|
2024
Q1 | $338K | Buy |
2,682
+413
| +18% | +$52K | 0.04% | 186 |
|
|
2023
Q4 | $287K | Sell |
2,269
-215
| -9% | -$27.2K | 0.04% | 180 |
|
|
2023
Q3 | $305K | Hold |
2,484
| – | – | 0.05% | 171 |
|
|
2023
Q2 | $367K | Sell |
2,484
-414
| -14% | -$61.1K | 0.05% | 165 |
|
|
2023
Q1 | $456K | Sell |
2,898
-103
| -3% | -$16.2K | 0.07% | 155 |
|
|
2022
Q4 | $476K | Sell |
3,001
-560
| -16% | -$88.7K | 0.12% | 129 |
|
|
2022
Q3 | $489K | Buy |
3,561
+1
| +0% | +$137 | 0.12% | 140 |
|
|
2022
Q2 | $477K | Buy |
3,560
+566
| +19% | +$75.8K | 0.11% | 153 |
|
|
2022
Q1 | $405K | Sell |
2,994
-26
| -0.9% | -$3.52K | 0.1% | 157 |
|
|
2021
Q4 | $410K | Sell |
3,020
-283
| -9% | -$38.4K | 0.11% | 150 |
|
|
2021
Q3 | $396K | Sell |
3,303
-1,304
| -28% | -$156K | 0.13% | 145 |
|
|
2021
Q2 | $597K | Sell |
4,607
-200
| -4% | -$25.9K | 0.19% | 105 |
|
|
2021
Q1 | $608K | Sell |
4,807
-39
| -0.8% | -$4.93K | 0.21% | 96 |
|
|
2020
Q4 | $560K | Buy |
+4,846
| New | +$560K | 0.21% | 94 |
|