Mayflower Financial Advisors’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 | $383K | Sell |
3,901
-2
| -0.1% | -$196 | 0.05% | 276 |
|
|
2025
Q1 | $462K | Sell |
3,903
-28
| -0.7% | -$3.32K | 0.07% | 240 |
|
|
2024
Q4 | $433K | Sell |
3,931
-1,355
| -26% | -$149K | 0.06% | 244 |
|
|
2024
Q3 | $640K | Buy |
5,286
+2
| +0% | +$242 | 0.1% | 188 |
|
|
2024
Q2 | $576K | Sell |
5,284
-116
| -2% | -$12.6K | 0.09% | 193 |
|
|
2024
Q1 | $680K | Sell |
5,400
-399
| -7% | -$50.2K | 0.11% | 181 |
|
|
2023
Q4 | $733K | Buy |
5,799
+24
| +0.4% | +$3.03K | 0.1% | 164 |
|
|
2023
Q3 | $710K | Sell |
5,775
-54
| -0.9% | -$6.64K | 0.11% | 150 |
|
|
2023
Q2 | $861K | Hold |
5,829
| – | – | 0.11% | 148 |
|
|
2023
Q1 | $917K | Buy |
5,829
+28
| +0.5% | +$4.41K | 0.12% | 140 |
|
|
2022
Q4 | $919K | Hold |
5,801
| – | – | 0.13% | 134 |
|
|
2022
Q3 | $797K | Buy |
5,801
+3
| +0.1% | +$412 | 0.13% | 123 |
|
|
2022
Q2 | $742K | Buy |
5,798
+1
| +0% | +$128 | 0.11% | 135 |
|
|
2022
Q1 | $785K | Buy |
5,797
+4
| +0.1% | +$542 | 0.11% | 141 |
|
|
2021
Q4 | $787K | Buy |
5,793
+1
| +0% | +$136 | 0.1% | 138 |
|
|
2021
Q3 | $701K | Hold |
5,792
| – | – | 0.09% | 149 |
|
|
2021
Q2 | $750K | Buy |
5,792
+254
| +5% | +$32.9K | 0.1% | 133 |
|
|
2021
Q1 | $701K | Buy |
5,538
+700
| +14% | +$88.6K | 0.1% | 131 |
|
|
2020
Q4 | $559K | Buy |
+4,838
| New | +$559K | 0.1% | 140 |
|