Obermeyer Wealth Partners’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 | – | Sell |
-1,723
| Closed | -$204K | – | 287 |
|
|
2025
Q1 | $204K | Buy |
+1,723
| New | +$204K | 0.01% | 254 |
|
|
2024
Q4 | – | Sell |
-1,700
| Closed | -$206K | – | 269 |
|
|
2024
Q3 | $206K | Buy |
+1,700
| New | +$206K | 0.01% | 249 |
|
|
2024
Q2 | – | Sell |
-1,700
| Closed | -$214K | – | 261 |
|
|
2024
Q1 | $214K | Hold |
1,700
| – | – | 0.01% | 233 |
|
|
2023
Q4 | $215K | Hold |
1,700
| – | – | 0.01% | 203 |
|
|
2023
Q3 | $209K | Buy |
1,700
+250
| +17% | +$30.7K | 0.02% | 205 |
|
|
2023
Q2 | $214K | Hold |
1,450
| – | – | 0.02% | 199 |
|
|
2023
Q1 | $228K | Hold |
1,450
| – | – | 0.02% | 193 |
|
|
2022
Q4 | $230K | Buy |
+1,450
| New | +$230K | 0.02% | 197 |
|