Meridian Wealth 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 | $205K | Sell |
2,091
-78
| -4% | -$7.66K | 0.01% | 640 |
|
|
2025
Q1 | $257K | Sell |
2,169
-4
| -0.2% | -$474 | 0.01% | 551 |
|
|
2024
Q4 | $239K | Sell |
2,173
-35
| -2% | -$3.85K | 0.01% | 564 |
|
|
2024
Q3 | $267K | Buy |
+2,208
| New | +$267K | 0.01% | 549 |
|
|
2024
Q1 | – | Sell |
-2,071
| Closed | -$262K | – | 468 |
|
|
2023
Q4 | $262K | Buy |
2,071
+1
| +0% | +$126 | 0.02% | 521 |
|
|
2023
Q3 | $254K | Sell |
2,070
-16
| -0.8% | -$1.97K | 0.02% | 473 |
|
|
2023
Q2 | $308K | Buy |
2,086
+16
| +0.8% | +$2.36K | 0.03% | 430 |
|
|
2023
Q1 | $326K | Hold |
2,070
| – | – | 0.03% | 405 |
|
|
2022
Q4 | $328K | Hold |
2,070
| – | – | 0.03% | 391 |
|
|
2022
Q3 | $284K | Hold |
2,070
| – | – | 0.03% | 377 |
|
|
2022
Q2 | $265K | Hold |
2,070
| – | – | 0.02% | 457 |
|
|
2022
Q1 | $280K | Hold |
2,070
| – | – | 0.03% | 326 |
|
|
2021
Q4 | $281K | Hold |
2,070
| – | – | 0.03% | 327 |
|
|
2021
Q3 | $248K | Hold |
2,070
| – | – | 0.03% | 338 |
|
|
2021
Q2 | $268K | Hold |
2,070
| – | – | 0.03% | 320 |
|
|
2021
Q1 | $262K | Hold |
2,070
| – | – | 0.04% | 296 |
|
|
2020
Q4 | $239K | Buy |
+2,070
| New | +$239K | 0.04% | 289 |
|
|
2019
Q3 | – | Sell |
-175
| Closed | -$202 | – | 432 |
|
|
2019
Q2 | $202 | Buy |
+175
| New | +$202 | 0.01% | 536 |
|