Merit Financial Group’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 | $308K | Buy |
3,141
+1,426
| +83% | +$140K | ﹤0.01% | 1325 |
|
|
2025
Q1 | $203K | Buy |
+1,715
| New | +$203K | ﹤0.01% | 1301 |
|
|
2023
Q3 | – | Sell |
-1,392
| Closed | -$206K | – | 779 |
|
|
2023
Q2 | $206K | Sell |
1,392
-119
| -8% | -$17.6K | 0.01% | 694 |
|
|
2023
Q1 | $238K | Sell |
1,511
-105
| -6% | -$16.5K | 0.01% | 558 |
|
|
2022
Q4 | $256K | Buy |
1,616
+19
| +1% | +$3.01K | 0.01% | 576 |
|
|
2022
Q3 | $219K | Sell |
1,597
-799
| -33% | -$110K | 0.01% | 503 |
|
|
2022
Q2 | $307K | Buy |
2,396
+825
| +53% | +$106K | 0.01% | 439 |
|
|
2022
Q1 | $213K | Buy |
+1,571
| New | +$213K | 0.01% | 355 |
|
|
2018
Q1 | – | Sell |
-2,431
| Closed | -$302K | – | 122 |
|
|
2017
Q4 | $302K | Buy |
+2,431
| New | +$302K | 0.06% | 86 |
|