SlateStone Wealth’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 | $396K | Hold |
4,030
| – | – | 0.04% | 225 |
|
|
2025
Q1 | $477K | Buy |
4,030
+710
| +21% | +$84K | 0.05% | 208 |
|
|
2024
Q4 | $366K | Sell |
3,320
-670
| -17% | -$73.9K | 0.04% | 226 |
|
|
2024
Q3 | $483K | Hold |
3,990
| – | – | 0.04% | 210 |
|
|
2024
Q2 | $435K | Buy |
3,990
+154
| +4% | +$16.8K | 0.05% | 214 |
|
|
2024
Q1 | $483K | Buy |
+3,836
| New | +$483K | 0.05% | 204 |
|