Nachman Norwood & Parrott’s J.M. Smucker SJM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
$795K Buy
6,132
+8
+0.1% +$1.04K 0.08% 148
2021
Q1
$775K Hold
6,124
0.09% 145
2020
Q4
$708K Hold
6,124
0.08% 143
2020
Q3
$707K Sell
6,124
-11
-0.2% -$1.27K 0.1% 130
2020
Q2
$649K Hold
6,135
0.11% 130
2020
Q1
$681K Hold
6,135
0.14% 111
2019
Q4
$639K Hold
6,135
0.1% 144
2019
Q3
$675K Sell
6,135
-9
-0.1% -$990 0.12% 132
2019
Q2
$708K Hold
6,144
0.13% 128
2019
Q1
$716K Buy
6,144
+150
+3% +$17.5K 0.13% 120
2018
Q4
$560K Buy
+5,994
New +$560K 0.12% 128