NWAM LLC’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
Q1 | – | Sell |
-1,827
| Closed | -$201K | – | 589 |
|
|
2024
Q4 | $201K | Sell |
1,827
-1
| -0.1% | -$110 | 0.01% | 571 |
|
|
2024
Q3 | $221K | Buy |
+1,828
| New | +$221K | 0.01% | 572 |
|
|
2024
Q2 | – | Sell |
-2,007
| Closed | -$228K | – | 461 |
|
|
2024
Q1 | $228K | Buy |
2,007
+55
| +3% | +$6.25K | 0.02% | 505 |
|
|
2023
Q4 | $247K | Buy |
+1,952
| New | +$247K | 0.02% | 484 |
|
|
2023
Q3 | – | Sell |
-1,387
| Closed | -$205K | – | 542 |
|
|
2023
Q2 | $205K | Buy |
1,387
+104
| +8% | +$15.4K | 0.02% | 505 |
|
|
2023
Q1 | $202K | Sell |
1,283
-115
| -8% | -$18.1K | 0.02% | 459 |
|
|
2022
Q4 | $222K | Buy |
+1,398
| New | +$222K | 0.02% | 470 |
|
|
2016
Q3 | – | Sell |
-1,333
| Closed | -$203K | – | 289 |
|
|
2016
Q2 | $203K | Buy |
+1,333
| New | +$203K | 0.08% | 219 |
|
|
2014
Q4 | – | Sell |
-2,048
| Closed | -$203K | – | 279 |
|
|
2014
Q3 | $203K | Buy |
2,048
+102
| +5% | +$10.1K | 0.07% | 261 |
|
|
2014
Q2 | $207K | Buy |
+1,946
| New | +$207K | 0.06% | 267 |
|