True Wealth Design’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 | $6.68K | Sell |
68
-39
| -36% | -$3.83K | ﹤0.01% | 704 |
|
|
2025
Q1 | $12.7K | Hold |
107
| – | – | ﹤0.01% | 417 |
|
|
2024
Q4 | $11.8K | Sell |
107
-7
| -6% | -$771 | ﹤0.01% | 396 |
|
|
2024
Q3 | $13.8K | Buy |
114
+1
| +0.9% | +$121 | 0.01% | 380 |
|
|
2024
Q2 | $12.3K | Hold |
113
| – | – | ﹤0.01% | 234 |
|
|
2024
Q1 | $14.2K | Buy |
113
+1
| +0.9% | +$126 | ﹤0.01% | 235 |
|
|
2023
Q4 | $14.2K | Hold |
112
| – | – | ﹤0.01% | 221 |
|
|
2023
Q3 | $13.8K | Hold |
112
| – | – | ﹤0.01% | 192 |
|
|
2023
Q2 | $16.5K | Sell |
112
-1
| -0.9% | -$148 | 0.01% | 197 |
|
|
2023
Q1 | $17.8K | Hold |
113
| – | – | 0.01% | 207 |
|
|
2022
Q4 | $17.9K | Buy |
+113
| New | +$17.9K | 0.01% | 192 |
|