Tidal Investments’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 | $1.92M | Buy |
19,507
+1,269
| +7% | +$125K | 0.01% | 721 |
|
|
2025
Q1 | $2.16M | Buy |
18,238
+6,731
| +58% | +$797K | 0.02% | 650 |
|
|
2024
Q4 | $1.27M | Sell |
11,507
-3,531
| -23% | -$389K | 0.01% | 871 |
|
|
2024
Q3 | $1.82M | Buy |
15,038
+190
| +1% | +$23K | 0.02% | 684 |
|
|
2024
Q2 | $1.62M | Buy |
14,848
+10,339
| +229% | +$1.13M | 0.02% | 644 |
|
|
2024
Q1 | $567K | Sell |
4,509
-9,292
| -67% | -$1.17M | 0.01% | 1112 |
|
|
2023
Q4 | $1.74M | Buy |
13,801
+1,817
| +15% | +$230K | 0.04% | 397 |
|
|
2023
Q3 | $1.47M | Buy |
11,984
+1,020
| +9% | +$125K | 0.04% | 412 |
|
|
2023
Q2 | $1.62M | Sell |
10,964
-7,528
| -41% | -$1.11M | 0.05% | 383 |
|
|
2023
Q1 | $2.91M | Buy |
18,492
+2,606
| +16% | +$410K | 0.1% | 203 |
|
|
2022
Q4 | $2.52M | Buy |
15,886
+13,170
| +485% | +$2.09M | 0.1% | 220 |
|
|
2022
Q3 | $373K | Buy |
+2,716
| New | +$373K | 0.02% | 664 |
|
|
2022
Q2 | – | Sell |
-1,623
| Closed | -$220K | – | 1177 |
|
|
2022
Q1 | $220K | Buy |
+1,623
| New | +$220K | 0.01% | 972 |
|