Mendel Money Management’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 | $422K | Buy |
4,301
+75
| +2% | +$7.37K | 0.19% | 106 |
|
|
2025
Q1 | $500K | Buy |
4,226
+293
| +7% | +$34.7K | 0.24% | 100 |
|
|
2024
Q4 | $433K | Buy |
3,933
+117
| +3% | +$12.9K | 0.19% | 106 |
|
|
2024
Q3 | $462K | Buy |
3,816
+25
| +0.7% | +$3.03K | 0.2% | 105 |
|
|
2024
Q2 | $413K | Buy |
3,791
+36
| +1% | +$3.93K | 0.19% | 103 |
|
|
2024
Q1 | $473K | Buy |
3,755
+392
| +12% | +$49.3K | 0.22% | 93 |
|
|
2023
Q4 | $425K | Buy |
3,363
+885
| +36% | +$112K | 0.2% | 95 |
|
|
2023
Q3 | $305K | Hold |
2,478
| – | – | 0.16% | 107 |
|
|
2023
Q2 | $366K | Buy |
2,478
+50
| +2% | +$7.38K | 0.19% | 98 |
|
|
2023
Q1 | $382K | Hold |
2,428
| – | – | 0.21% | 93 |
|
|
2022
Q4 | $385K | Hold |
2,428
| – | – | 0.22% | 87 |
|
|
2022
Q3 | $334K | Buy |
2,428
+30
| +1% | +$4.13K | 0.21% | 86 |
|
|
2022
Q2 | $307K | Hold |
2,398
| – | – | 0.18% | 93 |
|
|
2022
Q1 | $325K | Buy |
+2,398
| New | +$325K | 0.16% | 100 |
|