Meeder Advisory 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 | $274K | Sell |
2,789
-294
| -10% | -$28.9K | 0.01% | 500 |
|
|
2025
Q1 | $365K | Sell |
3,083
-438
| -12% | -$51.9K | 0.02% | 419 |
|
|
2024
Q4 | $388K | Sell |
3,521
-366
| -9% | -$40.3K | 0.02% | 397 |
|
|
2024
Q3 | $471K | Buy |
3,887
+233
| +6% | +$28.2K | 0.03% | 353 |
|
|
2024
Q2 | $398K | Buy |
3,654
+1,125
| +44% | +$123K | 0.03% | 359 |
|
|
2024
Q1 | $318K | Buy |
2,529
+272
| +12% | +$34.2K | 0.03% | 343 |
|
|
2023
Q4 | $285K | Buy |
2,257
+412
| +22% | +$52.1K | 0.03% | 346 |
|
|
2023
Q3 | $227K | Buy |
1,845
+468
| +34% | +$57.5K | 0.03% | 369 |
|
|
2023
Q2 | $203K | Sell |
1,377
-14
| -1% | -$2.07K | 0.02% | 417 |
|
|
2023
Q1 | $219K | Buy |
+1,391
| New | +$219K | 0.03% | 400 |
|