Rise Advisors’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 | $11.2K | Buy |
114
+8
| +8% | +$786 | ﹤0.01% | 923 |
|
|
2025
Q1 | $12.6K | Buy |
+106
| New | +$12.6K | 0.01% | 823 |
|
|
2023
Q2 | – | Sell |
-27
| Closed | -$4.2K | – | 785 |
|
|
2023
Q1 | $4.2K | Hold |
27
| – | – | ﹤0.01% | 474 |
|
|
2022
Q4 | $4.2K | Buy |
27
+1
| +4% | +$156 | ﹤0.01% | 470 |
|
|
2022
Q3 | $4K | Hold |
26
| – | – | ﹤0.01% | 475 |
|
|
2022
Q2 | $3K | Hold |
26
| – | – | ﹤0.01% | 517 |
|
|
2022
Q1 | $4K | Hold |
26
| – | – | ﹤0.01% | 457 |
|
|
2021
Q4 | $3.5K | Buy |
+26
| New | +$3.5K | ﹤0.01% | 454 |
|