Waverly Advisors’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 | $269K | Buy |
2,742
+199
| +8% | +$19.5K | ﹤0.01% | 1010 |
|
|
2025
Q1 | $301K | Sell |
2,543
-46
| -2% | -$5.45K | ﹤0.01% | 921 |
|
|
2024
Q4 | $285K | Buy |
+2,589
| New | +$285K | ﹤0.01% | 838 |
|
|
2015
Q1 | – | Sell |
-12
| Closed | -$1K | – | 422 |
|
|
2014
Q4 | $1K | Hold |
12
| – | – | ﹤0.01% | 399 |
|
|
2014
Q3 | $1K | Hold |
12
| – | – | ﹤0.01% | 750 |
|
|
2014
Q2 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 712 |
|