Mount Yale Investment Advisors’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 | $27.8K | Buy |
+283
| New | +$27.8K | ﹤0.01% | 969 |
|
|
2024
Q4 | – | Sell |
-3,260
| Closed | -$395K | – | 592 |
|
|
2024
Q3 | $395K | Buy |
3,260
+151
| +5% | +$18.3K | 0.04% | 376 |
|
|
2024
Q2 | $339K | Sell |
3,109
-48
| -2% | -$5.23K | 0.03% | 408 |
|
|
2024
Q1 | $397K | Buy |
+3,157
| New | +$397K | 0.03% | 395 |
|
|
2018
Q4 | – | Sell |
-3,758
| Closed | -$416K | – | 694 |
|
|
2018
Q3 | $416K | Sell |
3,758
-229
| -6% | -$25.4K | 0.07% | 209 |
|
|
2018
Q2 | $429K | Sell |
3,987
-55
| -1% | -$5.92K | 0.08% | 198 |
|
|
2018
Q1 | $501K | Buy |
+4,042
| New | +$501K | 0.11% | 171 |
|