Private 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 | $12K | Buy |
122
+112
| +1,120% | +$11K | ﹤0.01% | 434 |
|
|
2025
Q1 | $1.22K | Sell |
10
-13
| -57% | -$1.58K | ﹤0.01% | 1211 |
|
|
2024
Q4 | $2.55K | Sell |
23
-2
| -8% | -$222 | ﹤0.01% | 1000 |
|
|
2024
Q3 | $3.04K | Hold |
25
| – | – | ﹤0.01% | 915 |
|
|
2024
Q2 | $2.72K | Sell |
25
-2
| -7% | -$218 | ﹤0.01% | 942 |
|
|
2024
Q1 | $3.38K | Hold |
27
| – | – | ﹤0.01% | 770 |
|
|
2023
Q4 | $3.38K | Buy |
+27
| New | +$3.38K | ﹤0.01% | 753 |
|