RWPA
Richard W. Paul & Associates’s J.M. Smucker SJM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-125
| Closed | -$13.8K | – | 483 |
|
2024
Q4 | $13.8K | Hold |
125
| – | – | 0.01% | 286 |
|
2024
Q3 | $15.1K | Hold |
125
| – | – | 0.01% | 282 |
|
2024
Q2 | $13.6K | Hold |
125
| – | – | 0.01% | 284 |
|
2024
Q1 | $15.7K | Hold |
125
| – | – | 0.01% | 287 |
|
2023
Q4 | $15.8K | Hold |
125
| – | – | 0.01% | 270 |
|
2023
Q3 | $15.4K | Hold |
125
| – | – | 0.01% | 266 |
|
2023
Q2 | $18.5K | Hold |
125
| – | – | 0.01% | 273 |
|
2023
Q1 | $19.7K | Hold |
125
| – | – | 0.01% | 268 |
|
2022
Q4 | $19.8K | Buy |
+125
| New | +$19.8K | 0.01% | 268 |
|