ORG 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 | $21.2K | Buy |
206
+166
| +415% | +$17.1K | ﹤0.01% | 738 |
|
|
2025
Q1 | $4.76K | Hold |
40
| – | – | ﹤0.01% | 941 |
|
|
2024
Q4 | $4.43K | Hold |
40
| – | – | ﹤0.01% | 1017 |
|
|
2024
Q3 | $4.87K | Sell |
40
-16
| -29% | -$1.95K | ﹤0.01% | 887 |
|
|
2024
Q2 | $6.21K | Buy |
56
+16
| +40% | +$1.77K | ﹤0.01% | 1345 |
|
|
2024
Q1 | $4.99K | Buy |
40
+24
| +150% | +$2.99K | 0.01% | 342 |
|
|
2023
Q4 | $2.02K | Sell |
16
-93
| -85% | -$11.8K | ﹤0.01% | 955 |
|
|
2023
Q3 | $13.4K | Sell |
109
-3,312
| -97% | -$408K | ﹤0.01% | 775 |
|
|
2023
Q2 | $507K | Buy |
+3,421
| New | +$507K | 0.08% | 210 |
|