NewSquare 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	$3.14K	Hold	32	–	–	﹤0.01%	880
2025 Q1	$3.79K	Buy	+32	New	+$3.79K	﹤0.01%	735
2023 Q2	–	Sell	-19	Closed	-$2.99K	–	940
2023 Q1	$2.99K	Buy	+19	New	+$2.99K	﹤0.01%	523
2020 Q2	–	Sell	-400	Closed	-$44K	–	441
2020 Q1	$44K	Buy	+400	New	+$44K	0.01%	182
2019 Q3	–	Sell	-400	Closed	-$46K	–	354
2019 Q2	$46K	Hold	400	–	–	0.01%	171
2019 Q1	$47K	Hold	400	–	–	0.01%	166
2018 Q4	$37K	Hold	400	–	–	0.01%	169
2018 Q3	$41K	Hold	400	–	–	0.01%	177
2018 Q2	$44K	Hold	400	–	–	0.01%	177
2018 Q1	$50K	Hold	400	–	–	0.01%	154
2017 Q4	$50K	Sell	400 -25	-6%	-$3.13K	0.01%	155
2017 Q3	$45K	Hold	425	–	–	0.01%	138
2017 Q2	$50K	Hold	425	–	–	0.01%	129
2017 Q1	$56K	Hold	425	–	–	0.01%	132
2016 Q4	$54K	Hold	425	–	–	0.01%	147
2016 Q3	$58K	Hold	425	–	–	0.01%	152
2016 Q2	$65K	Buy	425 +25	+6%	+$3.82K	0.02%	151
2016 Q1	$52K	Hold	400	–	–	0.01%	164
2015 Q4	$49K	Hold	400	–	–	0.01%	150
2015 Q3	$46K	Hold	400	–	–	0.01%	150
2015 Q2	$43K	Hold	400	–	–	0.01%	163
2015 Q1	$46K	Hold	400	–	–	0.01%	150
2014 Q4	$40K	Hold	400	–	–	0.01%	163
2014 Q3	$40K	Hold	400	–	–	0.01%	172
2014 Q2	$43K	Hold	400	–	–	0.02%	158
2014 Q1	$39K	Hold	400	–	–	0.02%	149
2013 Q4	$41K	Hold	400	–	–	0.02%	127
2013 Q3	$42K	Buy	+400	New	+$42K	0.02%	120