Summit Trail 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 | $605K | Buy |
+6,158
| New | +$605K | 0.01% | 655 |
|
|
2024
Q4 | – | Sell |
-1,970
| Closed | -$239K | – | 702 |
|
|
2024
Q3 | $239K | Buy |
1,970
+94
| +5% | +$11.4K | 0.01% | 621 |
|
|
2024
Q2 | $205K | Buy |
+1,876
| New | +$205K | 0.01% | 594 |
|
|
2018
Q1 | – | Sell |
-495
| Closed | -$63K | – | 1453 |
|
|
2017
Q4 | $63K | Buy |
+495
| New | +$63K | 0.01% | 761 |
|