Modern 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 | $417K | Buy |
4,242
+659
| +18% | +$64.7K | 0.01% | 510 |
|
|
2025
Q1 | $424K | Buy |
3,583
+75
| +2% | +$8.88K | 0.01% | 448 |
|
|
2024
Q4 | $386K | Sell |
3,508
-10
| -0.3% | -$1.1K | 0.01% | 405 |
|
|
2024
Q3 | $426K | Buy |
3,518
+140
| +4% | +$17K | 0.03% | 276 |
|
|
2024
Q2 | $368K | Buy |
3,378
+168
| +5% | +$18.3K | 0.03% | 266 |
|
|
2024
Q1 | $404K | Buy |
+3,210
| New | +$404K | 0.04% | 201 |
|