The Family Firm’s J.M. Smucker SJM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-741
| Closed | -$80.8K | – | 732 |
|
|
2024
Q2 | $80.8K | Buy |
+741
| New | +$80.8K | 0.02% | 315 |
|
|
2022
Q4 | – | Sell |
-3,702
| Closed | -$509K | – | 180 |
|
|
2022
Q3 | $509K | Buy |
3,702
+5
| +0.1% | +$687 | 0.16% | 95 |
|
|
2022
Q2 | $473K | Buy |
+3,697
| New | +$473K | 0.14% | 101 |
|