SS&H Financial Advisors’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 | $241K | Hold |
2,450
| – | – | 0.08% | 115 |
|
|
2025
Q1 | $290K | Hold |
2,450
| – | – | 0.11% | 108 |
|
|
2024
Q4 | $270K | Hold |
2,450
| – | – | 0.1% | 112 |
|
|
2024
Q3 | $297K | Hold |
2,450
| – | – | 0.11% | 115 |
|
|
2024
Q2 | $267K | Hold |
2,450
| – | – | 0.1% | 116 |
|
|
2024
Q1 | $308K | Buy |
2,450
+200
| +9% | +$25.1K | 0.13% | 105 |
|
|
2023
Q4 | $284K | Hold |
2,250
| – | – | 0.12% | 109 |
|
|
2023
Q3 | $277K | Buy |
+2,250
| New | +$277K | 0.13% | 106 |
|
|
2023
Q1 | $504K | Hold |
3,200
| – | – | 0.23% | 87 |
|
|
2022
Q4 | $507K | Hold |
3,200
| – | – | 0.24% | 82 |
|
|
2022
Q3 | $440K | Hold |
3,200
| – | – | 0.23% | 86 |
|
|
2022
Q2 | $410K | Hold |
3,200
| – | – | 0.19% | 94 |
|
|
2022
Q1 | $433K | Buy |
+3,200
| New | +$433K | 0.17% | 101 |
|