Trajan Wealth’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
Q1 | – | Sell |
-43,342
| Closed | -$4.77M | – | 185 |
|
|
2024
Q4 | $4.77M | Buy |
43,342
+4,307
| +11% | +$474K | 0.26% | 75 |
|
|
2024
Q3 | $4.73M | Buy |
39,035
+4,113
| +12% | +$498K | 0.28% | 80 |
|
|
2024
Q2 | $3.81M | Buy |
34,922
+829
| +2% | +$90.4K | 0.24% | 88 |
|
|
2024
Q1 | $4.29M | Buy |
+34,093
| New | +$4.29M | 0.29% | 80 |
|