Prestige Wealth Management 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 | $590 | Hold |
6
| – | – | ﹤0.01% | 917 |
|
|
2025
Q1 | $711 | Hold |
6
| – | – | ﹤0.01% | 900 |
|
|
2024
Q4 | $661 | Hold |
6
| – | – | ﹤0.01% | 937 |
|
|
2024
Q3 | $727 | Hold |
6
| – | – | ﹤0.01% | 920 |
|
|
2024
Q2 | $655 | Sell |
6
-24
| -80% | -$2.62K | ﹤0.01% | 895 |
|
|
2024
Q1 | $3.78K | Sell |
30
-41
| -58% | -$5.16K | ﹤0.01% | 629 |
|
|
2023
Q4 | $8.97K | Sell |
71
-16
| -18% | -$2.02K | ﹤0.01% | 465 |
|
|
2023
Q3 | $10.7K | Buy |
87
+4
| +5% | +$492 | ﹤0.01% | 428 |
|
|
2023
Q2 | $12.3K | Buy |
83
+12
| +17% | +$1.77K | ﹤0.01% | 426 |
|
|
2023
Q1 | $11.2K | Sell |
71
-37
| -34% | -$5.82K | ﹤0.01% | 417 |
|
|
2022
Q4 | $17.1K | Sell |
108
-1,401
| -93% | -$222K | ﹤0.01% | 375 |
|
|
2022
Q3 | $207K | Buy |
1,509
+116
| +8% | +$15.9K | 0.06% | 134 |
|
|
2022
Q2 | $178K | Buy |
1,393
+1,321
| +1,835% | +$169K | 0.05% | 141 |
|
|
2022
Q1 | $9K | Sell |
72
-1
| -1% | -$125 | ﹤0.01% | 492 |
|
|
2021
Q4 | $10K | Sell |
73
-1
| -1% | -$137 | ﹤0.01% | 489 |
|
|
2021
Q3 | $9K | Buy |
74
+2
| +3% | +$243 | ﹤0.01% | 511 |
|
|
2021
Q2 | $9K | Sell |
72
-1
| -1% | -$125 | ﹤0.01% | 501 |
|
|
2021
Q1 | $9K | Buy |
73
+26
| +55% | +$3.21K | ﹤0.01% | 499 |
|
|
2020
Q4 | $5K | Sell |
47
-333
| -88% | -$35.4K | ﹤0.01% | 594 |
|
|
2020
Q3 | $44K | Buy |
380
+142
| +60% | +$16.4K | 0.01% | 265 |
|
|
2020
Q2 | $25K | Buy |
238
+62
| +35% | +$6.51K | 0.01% | 300 |
|
|
2020
Q1 | $20K | Buy |
+176
| New | +$20K | 0.01% | 280 |
|
|
2019
Q4 | – | Sell |
-18
| Closed | -$2K | – | 656 |
|
|
2019
Q3 | $2K | Buy |
+18
| New | +$2K | ﹤0.01% | 505 |
|
|
2019
Q1 | – | Sell |
-14
| Closed | -$1K | – | 1019 |
|
|
2018
Q4 | $1K | Buy |
+14
| New | +$1K | ﹤0.01% | 1114 |
|