Painted Porch Advisors’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 | $54K | Sell |
550
-4,252
| -89% | -$418K | 0.02% | 135 |
|
2025
Q1 | $569K | Sell |
4,802
-200
| -4% | -$23.7K | 0.24% | 39 |
|
2024
Q4 | $551K | Hold |
5,002
| – | – | 0.27% | 41 |
|
2024
Q3 | $606K | Sell |
5,002
-225
| -4% | -$27.2K | 0.31% | 38 |
|
2024
Q2 | $570K | Sell |
5,227
-458
| -8% | -$49.9K | 0.32% | 37 |
|
2024
Q1 | $716K | Buy |
5,685
+470
| +9% | +$59.2K | 0.44% | 32 |
|
2023
Q4 | $659K | Buy |
+5,215
| New | +$659K | 0.51% | 29 |
|