Ulland Investment Advisors’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 | $25K | Buy |
256
+2
| +0.8% | +$195 | 0.02% | 139 |
|
|
2025
Q1 | $30K | Buy |
254
+3
| +1% | +$354 | 0.03% | 135 |
|
|
2024
Q4 | $28K | Buy |
251
+2
| +0.8% | +$223 | 0.02% | 138 |
|
|
2024
Q3 | $30K | Buy |
249
+2
| +0.8% | +$241 | 0.02% | 125 |
|
|
2024
Q2 | $27K | Buy |
247
+3
| +1% | +$328 | 0.02% | 131 |
|
|
2024
Q1 | $31K | Buy |
244
+2
| +0.8% | +$254 | 0.02% | 127 |
|
|
2023
Q4 | $31K | Buy |
242
+2
| +0.8% | +$256 | 0.03% | 116 |
|
|
2023
Q3 | $29K | Buy |
240
+2
| +0.8% | +$242 | 0.03% | 119 |
|
|
2023
Q2 | $35K | Buy |
238
+1
| +0.4% | +$147 | 0.04% | 114 |
|
|
2023
Q1 | $37K | Buy |
237
+2
| +0.9% | +$312 | 0.04% | 107 |
|
|
2022
Q4 | $37K | Buy |
235
+2
| +0.9% | +$315 | 0.04% | 105 |
|
|
2022
Q3 | $32K | Buy |
233
+1
| +0.4% | +$137 | 0.04% | 106 |
|
|
2022
Q2 | $30K | Buy |
232
+2
| +0.9% | +$259 | 0.03% | 121 |
|
|
2022
Q1 | $31K | Buy |
230
+2
| +0.9% | +$270 | 0.02% | 127 |
|
|
2021
Q4 | $31K | Buy |
+228
| New | +$31K | 0.02% | 125 |
|