Spire Wealth Management’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 | $1.96K | Sell |
20
-19
| -49% | -$1.87K | ﹤0.01% | 2176 |
|
|
2025
Q1 | $4.62K | Sell |
39
-75
| -66% | -$8.88K | ﹤0.01% | 2081 |
|
|
2024
Q4 | $12.6K | Buy |
114
+34
| +43% | +$3.74K | ﹤0.01% | 1784 |
|
|
2024
Q3 | $9.69K | Buy |
80
+11
| +16% | +$1.33K | ﹤0.01% | 1646 |
|
|
2024
Q2 | $7.52K | Sell |
69
-650
| -90% | -$70.9K | ﹤0.01% | 1721 |
|
|
2024
Q1 | $90.5K | Buy |
719
+79
| +12% | +$9.94K | ﹤0.01% | 1014 |
|
|
2023
Q4 | $82.7K | Sell |
640
-7
| -1% | -$904 | ﹤0.01% | 1046 |
|
|
2023
Q3 | $79.5K | Buy |
647
+11
| +2% | +$1.35K | ﹤0.01% | 1017 |
|
|
2023
Q2 | $93.9K | Buy |
636
+392
| +161% | +$57.9K | ﹤0.01% | 990 |
|
|
2023
Q1 | $38.4K | Buy |
244
+97
| +66% | +$15.3K | ﹤0.01% | 1314 |
|
|
2022
Q4 | $23K | Buy |
147
+26
| +21% | +$4.07K | ﹤0.01% | 1322 |
|
|
2022
Q3 | $17K | Sell |
121
-7,324
| -98% | -$1.03M | ﹤0.01% | 1392 |
|
|
2022
Q2 | $953K | Sell |
7,445
-2,643
| -26% | -$338K | 0.04% | 340 |
|
|
2022
Q1 | $1.37M | Buy |
10,088
+93
| +0.9% | +$12.6K | 0.04% | 327 |
|
|
2021
Q4 | $1.36M | Buy |
9,995
+96
| +1% | +$13K | 0.03% | 389 |
|
|
2021
Q3 | $1.19M | Sell |
9,899
-706
| -7% | -$84.7K | 0.03% | 370 |
|
|
2021
Q2 | $1.37M | Buy |
10,605
+432
| +4% | +$56K | 0.04% | 352 |
|
|
2021
Q1 | $1.28M | Buy |
+10,173
| New | +$1.28M | 0.03% | 375 |
|