Valeo Financial 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 | $345K | Buy |
3,512
+1,497
| +74% | +$147K | 0.01% | 532 |
|
|
2025
Q1 | $239K | Buy |
+2,015
| New | +$239K | 0.01% | 590 |
|
|
2024
Q1 | – | Sell |
-1,777
| Closed | -$225K | – | 668 |
|
|
2023
Q4 | $225K | Buy |
+1,777
| New | +$225K | 0.01% | 569 |
|
|
2023
Q2 | – | Sell |
-1,355
| Closed | -$213K | – | 638 |
|
|
2023
Q1 | $213K | Buy |
+1,355
| New | +$213K | 0.01% | 534 |
|
|
2021
Q2 | – | Sell |
-1,012
| Closed | -$128K | – | 1506 |
|
|
2021
Q1 | $128K | Sell |
1,012
-19,898
| -95% | -$2.52M | 0.01% | 534 |
|
|
2020
Q4 | $281K | Buy |
20,910
+19,188
| +1,114% | +$258K | 0.01% | 340 |
|
|
2020
Q3 | $199K | Buy |
1,722
+1,519
| +748% | +$176K | 0.02% | 319 |
|
|
2020
Q2 | $21K | Sell |
203
-289
| -59% | -$29.9K | ﹤0.01% | 985 |
|
|
2020
Q1 | $56K | Sell |
492
-2
| -0.4% | -$228 | 0.01% | 549 |
|
|
2019
Q4 | $51K | Hold |
494
| – | – | 0.01% | 634 |
|
|
2019
Q3 | $54K | Buy |
494
+300
| +155% | +$32.8K | 0.01% | 574 |
|
|
2019
Q2 | $22K | Sell |
194
-499
| -72% | -$56.6K | ﹤0.01% | 816 |
|
|
2019
Q1 | $81K | Sell |
693
-1,037
| -60% | -$121K | 0.01% | 450 |
|
|
2018
Q4 | $162K | Sell |
1,730
-1,448
| -46% | -$136K | 0.02% | 284 |
|
|
2018
Q3 | $344K | Sell |
3,178
-324
| -9% | -$35.1K | 0.05% | 200 |
|
|
2018
Q2 | $389K | Sell |
3,502
-1,233
| -26% | -$137K | 0.05% | 198 |
|
|
2018
Q1 | $587K | Buy |
4,735
+881
| +23% | +$109K | 0.09% | 137 |
|
|
2017
Q4 | $479K | Buy |
3,854
+310
| +9% | +$38.5K | 0.08% | 153 |
|
|
2017
Q3 | $372K | Buy |
+3,544
| New | +$372K | 0.08% | 153 |
|