Wambolt & Associates’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
Q4 | – | Sell |
-4,186
| Closed | -$507K | – | 198 |
|
|
2024
Q3 | $507K | Sell |
4,186
-696
| -14% | -$84.4K | 0.14% | 124 |
|
|
2024
Q2 | $539K | Buy |
4,882
+135
| +3% | +$14.9K | 0.16% | 121 |
|
|
2024
Q1 | $592K | Sell |
4,747
-406
| -8% | -$50.6K | 0.18% | 121 |
|
|
2023
Q4 | $651K | Buy |
5,153
+325
| +7% | +$41.1K | 0.21% | 137 |
|
|
2023
Q3 | $586K | Buy |
4,828
+819
| +20% | +$99.5K | 0.21% | 148 |
|
|
2023
Q2 | $592K | Buy |
4,009
+66
| +2% | +$9.75K | 0.21% | 148 |
|
|
2023
Q1 | $622K | Buy |
+3,943
| New | +$622K | 0.22% | 143 |
|