Oliver Lagore Vanvalin Investment Group’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 | $47.4K | Buy |
+400
| New | +$47.4K | 0.02% | 254 |
|
|
2024
Q4 | $44K | Hold |
400
| – | – | 0.01% | 266 |
|
|
2024
Q3 | $48.4K | Sell |
400
-381
| -49% | -$46.1K | 0.01% | 252 |
|
|
2024
Q2 | $85.2K | Buy |
781
+250
| +47% | +$27.3K | 0.02% | 181 |
|
|
2024
Q1 | $66.8K | Hold |
531
| – | – | 0.02% | 219 |
|
|
2023
Q4 | $67.1K | Hold |
531
| – | – | 0.02% | 190 |
|
|
2023
Q3 | $65.3K | Buy |
531
+100
| +23% | +$12.3K | 0.03% | 209 |
|
|
2023
Q2 | $63.6K | Hold |
431
| – | – | 0.02% | 221 |
|
|
2023
Q1 | $67.8K | Buy |
431
+300
| +229% | +$47.2K | 0.03% | 168 |
|
|
2022
Q4 | $20.8K | Hold |
131
| – | – | 0.01% | 267 |
|
|
2022
Q3 | $18K | Hold |
131
| – | – | 0.01% | 267 |
|
|
2022
Q2 | $17K | Hold |
131
| – | – | 0.01% | 277 |
|
|
2022
Q1 | $18K | Buy |
+131
| New | +$18K | 0.01% | 266 |
|