Schechter Investment Advisors’s J.M. Smucker SJM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $206K | Sell |
1,742
-336
| -16% | -$39.8K | 0.02% | 549 |
|
|
2024
Q4 | $229K | Sell |
2,078
-2,884
| -58% | -$318K | 0.02% | 545 |
|
|
2024
Q3 | $601K | Buy |
4,962
+180
| +4% | +$21.8K | 0.04% | 361 |
|
|
2024
Q2 | $521K | Sell |
4,782
-931
| -16% | -$102K | 0.04% | 361 |
|
|
2024
Q1 | $719K | Buy |
5,713
+1,646
| +40% | +$207K | 0.05% | 311 |
|
|
2023
Q4 | $514K | Sell |
4,067
-5
| -0.1% | -$632 | 0.04% | 348 |
|
|
2023
Q3 | $500K | Sell |
4,072
-32
| -0.8% | -$3.93K | 0.05% | 342 |
|
|
2023
Q2 | $606K | Sell |
4,104
-13
| -0.3% | -$1.92K | 0.05% | 343 |
|
|
2023
Q1 | $648K | Sell |
4,117
-480
| -10% | -$75.5K | 0.06% | 356 |
|
|
2022
Q4 | $728K | Sell |
4,597
-153
| -3% | -$24.2K | 0.07% | 387 |
|
|
2022
Q3 | $652K | Sell |
4,750
-105
| -2% | -$14.4K | 0.06% | 423 |
|
|
2022
Q2 | $621K | Sell |
4,855
-1,506
| -24% | -$193K | 0.06% | 458 |
|
|
2022
Q1 | $862K | Sell |
6,361
-36
| -0.6% | -$4.88K | 0.08% | 356 |
|
|
2021
Q4 | $869K | Buy |
+6,397
| New | +$869K | 0.08% | 352 |
|