Money Concepts Capital’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 | $391K | Buy |
3,977
+380
| +11% | +$37.3K | 0.03% | 336 |
|
|
2025
Q1 | $426K | Sell |
3,597
-196
| -5% | -$23.2K | 0.03% | 314 |
|
|
2024
Q4 | $418K | Sell |
3,793
-116
| -3% | -$12.8K | 0.03% | 313 |
|
|
2024
Q3 | $473K | Sell |
3,909
-35
| -0.9% | -$4.24K | 0.04% | 297 |
|
|
2024
Q2 | $430K | Sell |
3,944
-16
| -0.4% | -$1.75K | 0.04% | 300 |
|
|
2024
Q1 | $498K | Buy |
3,960
+472
| +14% | +$59.4K | 0.05% | 290 |
|
|
2023
Q4 | $441K | Buy |
3,488
+324
| +10% | +$40.9K | 0.04% | 290 |
|
|
2023
Q3 | $389K | Buy |
3,164
+262
| +9% | +$32.2K | 0.04% | 269 |
|
|
2023
Q2 | $428K | Sell |
2,902
-196
| -6% | -$28.9K | 0.04% | 272 |
|
|
2023
Q1 | $488K | Sell |
3,098
-1,031
| -25% | -$162K | 0.03% | 291 |
|
|
2022
Q4 | $654K | Buy |
4,129
+1,020
| +33% | +$162K | 0.03% | 371 |
|
|
2022
Q3 | $427K | Buy |
3,109
+87
| +3% | +$11.9K | 0.03% | 313 |
|
|
2022
Q2 | $396K | Sell |
3,022
-578
| -16% | -$75.7K | 0.04% | 313 |
|
|
2022
Q1 | $487K | Buy |
3,600
+763
| +27% | +$103K | 0.03% | 450 |
|
|
2021
Q4 | $385K | Buy |
+2,837
| New | +$385K | 0.03% | 356 |
|
|
2021
Q1 | $376K | Buy |
2,974
+3
| +0.1% | +$379 | 0.03% | 367 |
|
|
2020
Q4 | $343K | Buy |
+2,971
| New | +$343K | 0.03% | 343 |
|