Virginia Wealth Management 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
Q2 | – | Sell |
-20,478
| Closed | -$2.58M | – | 56 |
|
|
2024
Q1 | $2.58M | Buy |
20,478
+653
| +3% | +$82.2K | 2.11% | 27 |
|
|
2023
Q4 | $2.51M | Sell |
19,825
-7,253
| -27% | -$917K | 2.19% | 24 |
|
|
2023
Q3 | $3.33M | Buy |
27,078
+198
| +0.7% | +$24.3K | 2.25% | 19 |
|
|
2023
Q2 | $3.97M | Sell |
26,880
-475
| -2% | -$70.1K | 2.72% | 8 |
|
|
2023
Q1 | $4.3M | Buy |
27,355
+325
| +1% | +$51.1K | 2.95% | 4 |
|
|
2022
Q4 | $4.28M | Buy |
27,030
+317
| +1% | +$50.2K | 2.97% | 5 |
|
|
2022
Q3 | $3.67M | Buy |
26,713
+6,184
| +30% | +$850K | 2.74% | 6 |
|
|
2022
Q2 | $2.63M | Buy |
20,529
+192
| +0.9% | +$24.6K | 2.53% | 11 |
|
|
2022
Q1 | $2.77M | Buy |
20,337
+769
| +4% | +$105K | 2.48% | 12 |
|
|
2021
Q4 | $2.66M | Buy |
+19,568
| New | +$2.66M | 2.39% | 15 |
|