Romano Brothers & Co’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 | $259K | Sell |
2,636
-32
| -1% | -$3.14K | 0.03% | 285 |
|
|
2025
Q1 | $316K | Sell |
2,668
-125
| -4% | -$14.8K | 0.04% | 259 |
|
|
2024
Q4 | $308K | Sell |
2,793
-194
| -6% | -$21.4K | 0.04% | 256 |
|
|
2024
Q3 | $362K | Buy |
2,987
+100
| +3% | +$12.1K | 0.05% | 242 |
|
|
2024
Q2 | $315K | Sell |
2,887
-202
| -7% | -$22K | 0.04% | 247 |
|
|
2024
Q1 | $389K | Sell |
3,089
-75
| -2% | -$9.44K | 0.05% | 235 |
|
|
2023
Q4 | $400K | Sell |
3,164
-225
| -7% | -$28.4K | 0.06% | 217 |
|
|
2023
Q3 | $417K | Sell |
3,389
-225
| -6% | -$27.7K | 0.06% | 216 |
|
|
2023
Q2 | $534K | Hold |
3,614
| – | – | 0.08% | 201 |
|
|
2023
Q1 | $569K | Sell |
3,614
-100
| -3% | -$15.7K | 0.09% | 193 |
|
|
2022
Q4 | $589K | Sell |
3,714
-150
| -4% | -$23.8K | 0.09% | 185 |
|
|
2022
Q3 | $531K | Buy |
+3,864
| New | +$531K | 0.09% | 192 |
|