VWA
Visionary Wealth Advisors’s J.M. Smucker SJM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $350K | Sell |
3,565
-61,439
| -95% | -$6.03M | 0.02% | 429 |
|
|
2025
Q1 | $7.7M | Buy |
65,004
+4,362
| +7% | +$517K | 0.46% | 64 |
|
|
2024
Q4 | $6.68M | Buy |
60,642
+870
| +1% | +$95.8K | 0.39% | 75 |
|
|
2024
Q3 | $7.24M | Buy |
59,772
+6,148
| +11% | +$745K | 0.44% | 72 |
|
|
2024
Q2 | $5.85M | Buy |
53,624
+2,915
| +6% | +$318K | 0.38% | 74 |
|
|
2024
Q1 | $6.38M | Buy |
50,709
+6,444
| +15% | +$811K | 0.43% | 67 |
|
|
2023
Q4 | $5.59M | Buy |
44,265
+1,778
| +4% | +$225K | 0.41% | 70 |
|
|
2023
Q3 | $5.22M | Sell |
42,487
-302
| -0.7% | -$37.1K | 0.42% | 66 |
|
|
2023
Q2 | $6.32M | Buy |
42,789
+289
| +0.7% | +$42.7K | 0.51% | 51 |
|
|
2023
Q1 | $6.69M | Buy |
42,500
+397
| +0.9% | +$62.5K | 0.57% | 46 |
|
|
2022
Q4 | $6.67M | Buy |
42,103
+1,778
| +4% | +$282K | 0.62% | 46 |
|
|
2022
Q3 | $5.54M | Buy |
40,325
+2,677
| +7% | +$368K | 0.58% | 45 |
|
|
2022
Q2 | $4.82M | Buy |
37,648
+3,717
| +11% | +$476K | 0.43% | 64 |
|
|
2022
Q1 | $4.6M | Buy |
33,931
+3,517
| +12% | +$476K | 0.37% | 76 |
|
|
2021
Q4 | $4.13M | Buy |
30,414
+2,473
| +9% | +$336K | 0.34% | 79 |
|
|
2021
Q3 | $3.35M | Buy |
27,941
+24
| +0.1% | +$2.88K | 0.35% | 80 |
|
|
2021
Q2 | $3.62M | Buy |
27,917
+586
| +2% | +$75.9K | 0.36% | 70 |
|
|
2021
Q1 | $3.46M | Buy |
27,331
+652
| +2% | +$82.5K | 0.36% | 78 |
|
|
2020
Q4 | $3.08M | Buy |
26,679
+1,154
| +5% | +$133K | 0.35% | 75 |
|
|
2020
Q3 | $2.95M | Buy |
25,525
+1,570
| +7% | +$181K | 0.42% | 63 |
|
|
2020
Q2 | $2.54M | Buy |
23,955
+321
| +1% | +$34K | 0.39% | 74 |
|
|
2020
Q1 | $2.62M | Buy |
23,634
+2,443
| +12% | +$271K | 0.49% | 64 |
|
|
2019
Q4 | $2.21M | Buy |
+21,191
| New | +$2.21M | 0.4% | 67 |
|