Retirement Guys Formula’s J.M. Smucker SJM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-4,036
| Closed | -$510K | – | 147 |
|
|
2023
Q4 | $510K | Buy |
4,036
+398
| +11% | +$50.3K | 0.27% | 79 |
|
|
2023
Q3 | $447K | Buy |
3,638
+361
| +11% | +$44.4K | 0.31% | 95 |
|
|
2023
Q2 | $484K | Hold |
3,277
| – | – | 0.28% | 91 |
|
|
2023
Q1 | $516K | Buy |
3,277
+8
| +0.2% | +$1.26K | 0.37% | 75 |
|
|
2022
Q4 | $518K | Buy |
3,269
+303
| +10% | +$48K | 0.42% | 70 |
|
|
2022
Q3 | $408K | Buy |
2,966
+478
| +19% | +$65.8K | 0.43% | 61 |
|
|
2022
Q2 | $318K | Buy |
2,488
+818
| +49% | +$105K | 0.33% | 95 |
|
|
2022
Q1 | $226K | Buy |
+1,670
| New | +$226K | 0.15% | 122 |
|