TFA
Toth Financial Advisory’s J.M. Smucker SJM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.86M | Buy |
29,127
+2,151
| +8% | +$211K | 0.33% | 87 |
|
|
2025
Q1 | $3.19M | Sell |
26,976
-686
| -2% | -$81.2K | 0.38% | 79 |
|
|
2024
Q4 | $3.05M | Sell |
27,662
-1,689
| -6% | -$186K | 0.36% | 89 |
|
|
2024
Q3 | $3.55M | Buy |
29,351
+3,062
| +12% | +$371K | 0.42% | 80 |
|
|
2024
Q2 | $2.87M | Sell |
26,289
-1,929
| -7% | -$210K | 0.36% | 88 |
|
|
2024
Q1 | $3.55M | Buy |
28,218
+990
| +4% | +$125K | 0.44% | 74 |
|
|
2023
Q4 | $3.44M | Sell |
27,228
-3,538
| -11% | -$447K | 0.47% | 72 |
|
|
2023
Q3 | $3.78M | Sell |
30,766
-981
| -3% | -$121K | 0.58% | 69 |
|
|
2023
Q2 | $4.69M | Buy |
31,747
+363
| +1% | +$53.6K | 0.68% | 54 |
|
|
2023
Q1 | $4.94M | Sell |
31,384
-1,999
| -6% | -$315K | 0.77% | 50 |
|
|
2022
Q4 | $5.29M | Buy |
33,383
+823
| +3% | +$130K | 0.86% | 47 |
|
|
2022
Q3 | $4.47M | Buy |
32,560
+2,223
| +7% | +$305K | 0.81% | 49 |
|
|
2022
Q2 | $3.88M | Buy |
30,337
+1,795
| +6% | +$230K | 0.68% | 58 |
|
|
2022
Q1 | $3.87M | Buy |
28,542
+2,826
| +11% | +$383K | 0.58% | 59 |
|
|
2021
Q4 | $3.49M | Buy |
25,716
+1,758
| +7% | +$239K | 0.48% | 70 |
|
|
2021
Q3 | $2.88M | Buy |
23,958
+642
| +3% | +$77.1K | 0.44% | 72 |
|
|
2021
Q2 | $3.02M | Buy |
23,316
+2,699
| +13% | +$350K | 0.46% | 75 |
|
|
2021
Q1 | $2.61M | Buy |
20,617
+952
| +5% | +$120K | 0.42% | 76 |
|
|
2020
Q4 | $2.27M | Buy |
19,665
+296
| +2% | +$34.2K | 0.39% | 75 |
|
|
2020
Q3 | $2.24M | Sell |
19,369
-64
| -0.3% | -$7.39K | 0.43% | 67 |
|
|
2020
Q2 | $2.06M | Buy |
19,433
+4,643
| +31% | +$491K | 0.45% | 66 |
|
|
2020
Q1 | $1.64M | Sell |
14,790
-81
| -0.5% | -$8.99K | 0.47% | 63 |
|
|
2019
Q4 | $1.55M | Sell |
14,871
-2,913
| -16% | -$303K | 0.31% | 78 |
|
|
2019
Q3 | $1.96M | Sell |
17,784
-80
| -0.4% | -$8.8K | 0.43% | 68 |
|
|
2019
Q2 | $2.06M | Buy |
17,864
+2,913
| +19% | +$336K | 0.46% | 67 |
|
|
2019
Q1 | $1.74M | Buy |
14,951
+2,404
| +19% | +$280K | 0.41% | 67 |
|
|
2018
Q4 | $1.17M | Sell |
12,547
-1,468
| -10% | -$137K | 0.32% | 73 |
|
|
2018
Q3 | $1.44M | Sell |
14,015
-861
| -6% | -$88.3K | 0.32% | 79 |
|
|
2018
Q2 | $1.6M | Sell |
14,876
-3,573
| -19% | -$384K | 0.37% | 76 |
|
|
2018
Q1 | $2.29M | Buy |
18,449
+6,931
| +60% | +$860K | 0.56% | 63 |
|
|
2017
Q4 | $1.43M | Buy |
11,518
+115
| +1% | +$14.3K | 0.34% | 78 |
|
|
2017
Q3 | $1.2M | Buy |
11,403
+440
| +4% | +$46.2K | 0.3% | 82 |
|
|
2017
Q2 | $1.3M | Sell |
10,963
-24
| -0.2% | -$2.84K | 0.34% | 78 |
|
|
2017
Q1 | $1.44M | Sell |
10,987
-314
| -3% | -$41.2K | 0.38% | 74 |
|
|
2016
Q4 | $1.45M | Sell |
11,301
-48
| -0.4% | -$6.15K | 0.42% | 72 |
|
|
2016
Q3 | $1.54M | Buy |
11,349
+210
| +2% | +$28.5K | 0.45% | 66 |
|
|
2016
Q2 | $1.7M | Sell |
11,139
-123
| -1% | -$18.8K | 0.52% | 62 |
|
|
2016
Q1 | $1.46M | Buy |
11,262
+5
| +0% | +$649 | 0.48% | 61 |
|
|
2015
Q4 | $1.39M | Sell |
11,257
-136
| -1% | -$16.8K | 0.46% | 61 |
|
|
2015
Q3 | $1.3M | Buy |
11,393
+239
| +2% | +$27.3K | 0.48% | 61 |
|
|
2015
Q2 | $1.21M | Sell |
11,154
-38
| -0.3% | -$4.12K | 0.4% | 64 |
|
|
2015
Q1 | $1.3M | Buy |
11,192
+761
| +7% | +$88.1K | 0.43% | 59 |
|
|
2014
Q4 | $1.05M | Buy |
10,431
+508
| +5% | +$51.3K | 0.37% | 65 |
|
|
2014
Q3 | $982K | Buy |
9,923
+391
| +4% | +$38.7K | 0.37% | 65 |
|
|
2014
Q2 | $1.02M | Buy |
9,532
+1,290
| +16% | +$137K | 0.39% | 64 |
|
|
2014
Q1 | $801K | Buy |
8,242
+561
| +7% | +$54.5K | 0.32% | 66 |
|
|
2013
Q4 | $796K | Buy |
7,681
+95
| +1% | +$9.85K | 0.34% | 65 |
|
|
2013
Q3 | $797K | Buy |
7,586
+275
| +4% | +$28.9K | 0.37% | 65 |
|
|
2013
Q2 | $754K | Buy |
+7,311
| New | +$754K | 0.37% | 65 |
|