Venture Visionary Partners’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 | $541K | Sell |
5,504
-59
| -1% | -$5.79K | 0.02% | 382 |
|
|
2025
Q1 | $659K | Sell |
5,563
-440
| -7% | -$52.1K | 0.03% | 335 |
|
|
2024
Q4 | $661K | Sell |
6,003
-21,874
| -78% | -$2.41M | 0.03% | 316 |
|
|
2024
Q3 | $3.38M | Buy |
27,877
+852
| +3% | +$103K | 0.15% | 140 |
|
|
2024
Q2 | $2.95M | Buy |
27,025
+594
| +2% | +$64.8K | 0.14% | 148 |
|
|
2024
Q1 | $3.33M | Buy |
26,431
+502
| +2% | +$63.2K | 0.16% | 140 |
|
|
2023
Q4 | $3.28M | Buy |
25,929
+1,907
| +8% | +$241K | 0.17% | 132 |
|
|
2023
Q3 | $2.95M | Buy |
24,022
+1,515
| +7% | +$186K | 0.18% | 130 |
|
|
2023
Q2 | $3.32M | Buy |
22,507
+823
| +4% | +$122K | 0.2% | 123 |
|
|
2023
Q1 | $3.41M | Buy |
21,684
+4,438
| +26% | +$698K | 0.22% | 117 |
|
|
2022
Q4 | $2.73M | Buy |
17,246
+2,934
| +21% | +$465K | 0.2% | 113 |
|
|
2022
Q3 | $1.97M | Buy |
14,312
+2,580
| +22% | +$354K | 0.16% | 124 |
|
|
2022
Q2 | $1.5M | Buy |
11,732
+977
| +9% | +$125K | 0.11% | 150 |
|
|
2022
Q1 | $1.46M | Buy |
+10,755
| New | +$1.46M | 0.1% | 173 |
|