Valley Brook Capital Group’s J.M. Smucker SJM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,834
| Closed | -$222K | – | 118 |
|
|
2024
Q3 | $222K | Sell |
1,834
-650
| -26% | -$78.7K | 0.16% | 110 |
|
|
2024
Q2 | $271K | Sell |
2,484
-100
| -4% | -$10.9K | 0.21% | 98 |
|
|
2024
Q1 | $325K | Sell |
2,584
-200
| -7% | -$25.2K | 0.26% | 87 |
|
|
2023
Q4 | $352K | Hold |
2,784
| – | – | 0.31% | 81 |
|
|
2023
Q3 | $342K | Hold |
2,784
| – | – | 0.34% | 74 |
|
|
2023
Q2 | $411K | Sell |
2,784
-50
| -2% | -$7.38K | 0.38% | 68 |
|
|
2023
Q1 | $446K | Hold |
2,834
| – | – | 0.41% | 63 |
|
|
2022
Q4 | $449K | Hold |
2,834
| – | – | 0.43% | 64 |
|
|
2022
Q3 | $389K | Hold |
2,834
| – | – | 0.42% | 63 |
|
|
2022
Q2 | $362K | Hold |
2,834
| – | – | 0.37% | 72 |
|
|
2022
Q1 | $383K | Buy |
2,834
+200
| +8% | +$27K | 0.33% | 75 |
|
|
2021
Q4 | $357K | Hold |
2,634
| – | – | 0.31% | 81 |
|
|
2021
Q3 | $316K | Sell |
2,634
-200
| -7% | -$24K | 0.31% | 80 |
|
|
2021
Q2 | $367K | Hold |
2,834
| – | – | 0.35% | 76 |
|
|
2021
Q1 | $358K | Sell |
2,834
-167
| -6% | -$21.1K | 0.32% | 69 |
|
|
2020
Q4 | $346K | Buy |
+3,001
| New | +$346K | 0.34% | 67 |
|