Stone House Investment 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 | $73.8K | Buy |
751
+5
| +0.7% | +$491 | 0.01% | 126 |
|
|
2025
Q1 | $88.3K | Buy |
+746
| New | +$88.3K | 0.02% | 101 |
|
|
2024
Q4 | – | Sell |
-718
| Closed | -$87K | – | 296 |
|
|
2024
Q3 | $87K | Buy |
718
+6
| +0.8% | +$727 | 0.02% | 85 |
|
|
2024
Q2 | $77.6K | Sell |
712
-77
| -10% | -$8.39K | 0.02% | 93 |
|
|
2024
Q1 | $99.3K | Buy |
789
+4
| +0.5% | +$503 | 0.02% | 83 |
|
|
2023
Q4 | $99.3K | Sell |
785
-17
| -2% | -$2.15K | 0.03% | 61 |
|
|
2023
Q3 | $98.6K | Sell |
802
-30
| -4% | -$3.69K | 0.03% | 59 |
|
|
2023
Q2 | $123K | Buy |
832
+3
| +0.4% | +$443 | 0.04% | 52 |
|
|
2023
Q1 | $130K | Buy |
+829
| New | +$130K | 0.04% | 53 |
|
|
2019
Q2 | – | Sell |
-962
| Closed | -$112K | – | 168 |
|
|
2019
Q1 | $112K | Buy |
+962
| New | +$112K | 0.06% | 56 |
|