Sachetta’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 | $63.3K | Sell |
645
-506
| -44% | -$49.7K | 0.03% | 225 |
|
|
2025
Q1 | $136K | Sell |
1,151
-242
| -17% | -$28.7K | 0.06% | 174 |
|
|
2024
Q4 | $153K | Buy |
1,393
+11
| +0.8% | +$1.21K | 0.06% | 167 |
|
|
2024
Q3 | $167K | Sell |
1,382
-123
| -8% | -$14.9K | 0.07% | 161 |
|
|
2024
Q2 | $179K | Sell |
1,505
-240
| -14% | -$28.6K | 0.08% | 152 |
|
|
2024
Q1 | $220K | Hold |
1,745
| – | – | 0.1% | 137 |
|
|
2023
Q4 | $220K | Buy |
+1,745
| New | +$220K | 0.1% | 137 |
|