Marshall Financial Group (Maryland)’s J.M. Smucker SJM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-18,521
| Closed | -$2.33M | – | 192 |
|
|
2024
Q1 | $2.33M | Buy |
18,521
+892
| +5% | +$112K | 0.67% | 37 |
|
|
2023
Q4 | $2.23M | Buy |
17,629
+3,141
| +22% | +$397K | 0.72% | 34 |
|
|
2023
Q3 | $1.78M | Sell |
14,488
-99
| -0.7% | -$12.2K | 0.64% | 41 |
|
|
2023
Q2 | $2.15M | Buy |
14,587
+365
| +3% | +$53.9K | 0.73% | 35 |
|
|
2023
Q1 | $2.24M | Sell |
14,222
-255
| -2% | -$40.1K | 0.8% | 30 |
|
|
2022
Q4 | $2.29M | Buy |
14,477
+329
| +2% | +$52.1K | 0.89% | 30 |
|
|
2022
Q3 | $1.94M | Buy |
14,148
+561
| +4% | +$77.1K | 0.82% | 27 |
|
|
2022
Q2 | $1.74M | Buy |
13,587
+3,510
| +35% | +$449K | 0.69% | 31 |
|
|
2022
Q1 | $1.37M | Buy |
+10,077
| New | +$1.37M | 0.56% | 51 |
|