KWM
Kingsview Wealth Management’s J.M. Smucker SJM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $420K | Sell |
4,272
-80,930
| -95% | -$7.95M | 0.01% | 832 |
|
|
2025
Q1 | $10.1M | Buy |
85,202
+5,089
| +6% | +$603K | 0.19% | 112 |
|
|
2024
Q4 | $8.82M | Buy |
80,113
+6,898
| +9% | +$760K | 0.17% | 126 |
|
|
2024
Q3 | $8.87M | Buy |
+73,215
| New | +$8.87M | 0.19% | 110 |
|
|
2024
Q2 | – | Sell |
-1,843
| Closed | -$232K | – | 1110 |
|
|
2024
Q1 | $232K | Sell |
1,843
-73
| -4% | -$9.19K | 0.01% | 917 |
|
|
2023
Q4 | $242K | Sell |
1,916
-232
| -11% | -$29.3K | 0.01% | 833 |
|
|
2023
Q3 | $264K | Buy |
2,148
+223
| +12% | +$27.4K | 0.01% | 796 |
|
|
2023
Q2 | $284K | Sell |
1,925
-34
| -2% | -$5.02K | 0.01% | 760 |
|
|
2023
Q1 | $308K | Sell |
1,959
-50
| -2% | -$7.87K | 0.01% | 706 |
|
|
2022
Q4 | $318K | Sell |
2,009
-20,818
| -91% | -$3.3M | 0.01% | 649 |
|
|
2022
Q3 | $3.14M | Buy |
22,827
+2,384
| +12% | +$328K | 0.15% | 158 |
|
|
2022
Q2 | $2.62M | Buy |
20,443
+1,850
| +10% | +$237K | 0.13% | 180 |
|
|
2022
Q1 | $2.52M | Buy |
18,593
+1,551
| +9% | +$210K | 0.11% | 197 |
|
|
2021
Q4 | $2.32M | Buy |
17,042
+1,496
| +10% | +$203K | 0.1% | 220 |
|
|
2021
Q3 | $1.87M | Buy |
15,546
+2,435
| +19% | +$292K | 0.09% | 238 |
|
|
2021
Q2 | $1.71M | Buy |
13,111
+1,573
| +14% | +$205K | 0.08% | 259 |
|
|
2021
Q1 | $1.46M | Buy |
11,538
+2,515
| +28% | +$318K | 0.08% | 253 |
|
|
2020
Q4 | $1.04M | Buy |
9,023
+1,304
| +17% | +$151K | 0.08% | 266 |
|
|
2020
Q3 | $892K | Buy |
7,719
+1,353
| +21% | +$156K | 0.08% | 248 |
|
|
2020
Q2 | $674K | Buy |
6,366
+1,792
| +39% | +$190K | 0.07% | 271 |
|
|
2020
Q1 | $508K | Buy |
4,574
+577
| +14% | +$64.1K | 0.07% | 264 |
|
|
2019
Q4 | $416K | Buy |
3,997
+1,422
| +55% | +$148K | 0.05% | 316 |
|
|
2019
Q3 | $283K | Buy |
+2,575
| New | +$283K | 0.04% | 345 |
|