Smith Shellnut Wilson’s J.M. Smucker SJM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,179
| Closed | -$264K | – | 153 |
|
|
2024
Q3 | $264K | Sell |
2,179
-330
| -13% | -$40K | 0.12% | 123 |
|
|
2024
Q2 | $274K | Sell |
2,509
-53
| -2% | -$5.78K | 0.13% | 110 |
|
|
2024
Q1 | $322K | Hold |
2,562
| – | – | 0.17% | 93 |
|
|
2023
Q4 | $324K | Sell |
2,562
-229
| -8% | -$28.9K | 0.19% | 90 |
|
|
2023
Q3 | $343K | Hold |
2,791
| – | – | 0.21% | 84 |
|
|
2023
Q2 | $412K | Buy |
+2,791
| New | +$412K | 0.23% | 75 |
|