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