JTC Employer Solutions Trustee’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 | $84K | Hold |
860
| – | – | 0.01% | 205 |
|
2025
Q1 | $102K | Hold |
860
| – | – | 0.01% | 195 |
|
2024
Q4 | $94K | Hold |
860
| – | – | 0.01% | 200 |
|
2024
Q3 | $104K | Hold |
860
| – | – | 0.01% | 196 |
|
2024
Q2 | $94K | Hold |
860
| – | – | 0.01% | 209 |
|
2024
Q1 | $108K | Hold |
860
| – | – | 0.01% | 189 |
|
2023
Q4 | $108K | Hold |
860
| – | – | 0.01% | 184 |
|
2023
Q3 | $106K | Hold |
860
| – | – | 0.01% | 183 |
|
2023
Q2 | $127K | Hold |
860
| – | – | 0.01% | 169 |
|
2023
Q1 | $135K | Hold |
860
| – | – | 0.01% | 170 |
|
2022
Q4 | $136K | Hold |
860
| – | – | 0.01% | 168 |
|
2022
Q3 | $118K | Hold |
860
| – | – | 0.02% | 152 |
|
2022
Q2 | $110K | Hold |
860
| – | – | 0.01% | 143 |
|
2022
Q1 | $116K | Hold |
860
| – | – | 0.01% | 154 |
|
2021
Q4 | $117K | Hold |
860
| – | – | 0.01% | 154 |
|
2021
Q3 | $103K | Hold |
860
| – | – | 0.01% | 165 |
|
2021
Q2 | $111K | Buy |
+860
| New | +$111K | 0.02% | 151 |
|