Laurel Wealth Advisors (North Carolina)’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 | $100K | Buy |
9,820
+9,720
| +9,720% | +$99K | ﹤0.01% | 507 |
|
|
2025
Q1 | $11.8K | Hold |
100
| – | – | ﹤0.01% | 460 |
|
|
2024
Q4 | $11K | Hold |
100
| – | – | ﹤0.01% | 476 |
|
|
2024
Q3 | $12.1K | Hold |
100
| – | – | ﹤0.01% | 444 |
|
|
2024
Q2 | $10.9K | Hold |
100
| – | – | ﹤0.01% | 420 |
|
|
2024
Q1 | $12.6K | Hold |
100
| – | – | ﹤0.01% | 416 |
|
|
2023
Q4 | $12.6K | Sell |
100
-145
| -59% | -$18.3K | ﹤0.01% | 386 |
|
|
2023
Q3 | $30.1K | Sell |
245
-444
| -64% | -$54.5K | 0.01% | 324 |
|
|
2023
Q2 | $102K | Hold |
689
| – | – | 0.02% | 222 |
|
|
2023
Q1 | $108K | Buy |
689
+589
| +589% | +$92.7K | 0.02% | 213 |
|
|
2022
Q4 | $15.8K | Hold |
100
| – | – | ﹤0.01% | 349 |
|
|
2022
Q3 | $14K | Hold |
100
| – | – | ﹤0.01% | 362 |
|
|
2022
Q2 | $13K | Hold |
100
| – | – | ﹤0.01% | 371 |
|
|
2022
Q1 | $14K | Hold |
100
| – | – | ﹤0.01% | 381 |
|
|
2021
Q4 | $14K | Hold |
100
| – | – | ﹤0.01% | 383 |
|
|
2021
Q3 | $12K | Hold |
100
| – | – | ﹤0.01% | 398 |
|
|
2021
Q2 | $13K | Hold |
100
| – | – | ﹤0.01% | 433 |
|
|
2021
Q1 | $13K | Hold |
100
| – | – | ﹤0.01% | 397 |
|
|
2020
Q4 | $12K | Hold |
100
| – | – | ﹤0.01% | 400 |
|
|
2020
Q3 | $12K | Hold |
100
| – | – | ﹤0.01% | 377 |
|
|
2020
Q2 | $11K | Hold |
100
| – | – | ﹤0.01% | 374 |
|
|
2020
Q1 | $11K | Hold |
100
| – | – | ﹤0.01% | 354 |
|
|
2019
Q4 | $10K | Hold |
100
| – | – | ﹤0.01% | 399 |
|
|
2019
Q3 | $11K | Sell |
100
-63
| -39% | -$6.93K | ﹤0.01% | 377 |
|
|
2019
Q2 | $19K | Hold |
163
| – | – | 0.01% | 324 |
|
|
2019
Q1 | $19K | Hold |
163
| – | – | 0.01% | 314 |
|
|
2018
Q4 | $15K | Buy |
+163
| New | +$15K | 0.01% | 318 |
|