Pathstone Holdings’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 | $1.3M | Buy |
13,283
+1,553
| +13% | +$153K | 0.01% | 1251 |
|
|
2025
Q1 | $1.39M | Sell |
11,730
-2,141
| -15% | -$253K | 0.01% | 1186 |
|
|
2024
Q4 | $1.53M | Sell |
13,871
-1,498
| -10% | -$165K | 0.01% | 1132 |
|
|
2024
Q3 | $1.86M | Buy |
15,369
+233
| +2% | +$28.2K | 0.01% | 1013 |
|
|
2024
Q2 | $1.65M | Sell |
15,136
-6,920
| -31% | -$755K | 0.01% | 1019 |
|
|
2024
Q1 | $2.78M | Buy |
22,056
+7,095
| +47% | +$893K | 0.01% | 756 |
|
|
2023
Q4 | $1.89M | Buy |
+14,961
| New | +$1.89M | 0.01% | 770 |
|