Vest Financial’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 | $44.6M | Sell |
454,192
-74,423
| -14% | -$7.31M | 0.63% | 85 |
|
|
2025
Q1 | $62.6M | Buy |
528,615
+43,663
| +9% | +$5.17M | 0.97% | 19 |
|
|
2024
Q4 | $53.4M | Buy |
484,952
+71,140
| +17% | +$7.83M | 0.95% | 44 |
|
|
2024
Q3 | $50.1M | Buy |
413,812
+38,460
| +10% | +$4.66M | 0.97% | 54 |
|
|
2024
Q2 | $40.9M | Buy |
375,352
+85,850
| +30% | +$9.36M | 0.98% | 55 |
|
|
2024
Q1 | $36.4M | Buy |
289,502
+51,454
| +22% | +$6.48M | 0.97% | 60 |
|
|
2023
Q4 | $30.1M | Buy |
238,048
+87,682
| +58% | +$11.1M | 1.12% | 36 |
|
|
2023
Q3 | $18.5M | Buy |
150,366
+70,759
| +89% | +$8.7M | 1.01% | 62 |
|
|
2023
Q2 | $11.6M | Buy |
79,607
+11,920
| +18% | +$1.74M | 1.08% | 53 |
|
|
2023
Q1 | $10.7M | Buy |
+67,687
| New | +$10.7M | 1.45% | 18 |
|