VCG
Vantage Consulting Group’s J.M. Smucker SJM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,703
| Closed | -$214K | – | 212 |
|
|
2024
Q1 | $214K | Buy |
1,703
+21
| +1% | +$2.64K | 0.14% | 175 |
|
|
2023
Q4 | $213K | Buy |
+1,682
| New | +$213K | 0.14% | 183 |
|
|
2023
Q3 | – | Sell |
-1,367
| Closed | -$202K | – | 221 |
|
|
2023
Q2 | $202K | Sell |
1,367
-110
| -7% | -$16.2K | 0.12% | 203 |
|
|
2023
Q1 | $232K | Buy |
1,477
+58
| +4% | +$9.13K | 0.13% | 185 |
|
|
2022
Q4 | $225K | Sell |
1,419
-261
| -16% | -$41.4K | 0.13% | 162 |
|
|
2022
Q3 | $231K | Sell |
1,680
-24
| -1% | -$3.3K | 0.14% | 151 |
|
|
2022
Q2 | $218K | Buy |
1,704
+79
| +5% | +$10.1K | 0.12% | 175 |
|
|
2022
Q1 | $220K | Sell |
1,625
-154
| -9% | -$20.8K | 0.09% | 188 |
|
|
2021
Q4 | $242K | Sell |
1,779
-55
| -3% | -$7.48K | 0.07% | 186 |
|
|
2021
Q3 | $220K | Buy |
1,834
+236
| +15% | +$28.3K | 0.05% | 177 |
|
|
2021
Q2 | $207K | Buy |
+1,598
| New | +$207K | 0.04% | 192 |
|
|
2021
Q1 | – | Sell |
-875
| Closed | -$101K | – | 1320 |
|
|
2020
Q4 | $101K | Buy |
+875
| New | +$101K | 0.01% | 183 |
|