Rothschild Investment LLC’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 | $27.8K | Sell |
283
-35
| -11% | -$3.44K | ﹤0.01% | 941 |
|
|
2025
Q1 | $37.7K | Sell |
318
-93
| -23% | -$11K | ﹤0.01% | 853 |
|
|
2024
Q4 | $45.3K | Sell |
411
-2
| -0.5% | -$220 | ﹤0.01% | 800 |
|
|
2024
Q3 | $50K | Buy |
413
+31
| +8% | +$3.75K | ﹤0.01% | 771 |
|
|
2024
Q2 | $41.7K | Buy |
382
+70
| +22% | +$7.63K | ﹤0.01% | 791 |
|
|
2024
Q1 | $39.3K | Sell |
312
-1
| -0.3% | -$126 | ﹤0.01% | 780 |
|
|
2023
Q4 | $39.6K | Buy |
+313
| New | +$39.6K | ﹤0.01% | 704 |
|