Kohmann Bosshard Financial Services’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 | – | Sell |
-1,819
| Closed | -$215K | – | 206 |
|
|
2025
Q1 | $215K | Hold |
1,819
| – | – | 0.03% | 204 |
|
|
2024
Q4 | $200K | Hold |
1,819
| – | – | 0.02% | 184 |
|
|
2024
Q3 | $220K | Sell |
1,819
-400
| -18% | -$48.4K | 0.03% | 187 |
|
|
2024
Q2 | $242K | Buy |
2,219
+153
| +7% | +$16.7K | 0.03% | 173 |
|
|
2024
Q1 | $260K | Hold |
2,066
| – | – | 0.04% | 170 |
|
|
2023
Q4 | $261K | Hold |
2,066
| – | – | 0.04% | 163 |
|
|
2023
Q3 | $254K | Hold |
2,066
| – | – | 0.04% | 150 |
|
|
2023
Q2 | $305K | Hold |
2,066
| – | – | 0.05% | 136 |
|
|
2023
Q1 | $325K | Hold |
2,066
| – | – | 0.06% | 113 |
|
|
2022
Q4 | $327K | Buy |
+2,066
| New | +$327K | 0.07% | 106 |
|
|
2017
Q1 | $225K | Hold |
1,714
| – | – | 0.19% | 55 |
|
|
2016
Q4 | $233K | Buy |
+1,714
| New | +$233K | 0.22% | 53 |
|