WBI Investments’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 | – | Sell |
-4,768
| Closed | -$565K | – | 319 |
|
|
2025
Q1 | $565K | Sell |
4,768
-8,082
| -63% | -$957K | 0.15% | 144 |
|
|
2024
Q4 | $1.42M | Buy |
+12,850
| New | +$1.42M | 0.35% | 90 |
|
|
2021
Q2 | – | Sell |
-13,255
| Closed | -$1.68M | – | 234 |
|
|
2021
Q1 | $1.68M | Buy |
+13,255
| New | +$1.68M | 0.26% | 81 |
|
|
2020
Q4 | – | Sell |
-63,804
| Closed | -$7.37M | – | 195 |
|
|
2020
Q3 | $7.37M | Buy |
+63,804
| New | +$7.37M | 1.13% | 29 |
|
|
2019
Q3 | – | Sell |
-24,042
| Closed | -$2.77M | – | 271 |
|
|
2019
Q2 | $2.77M | Sell |
24,042
-35,203
| -59% | -$4.05M | 0.24% | 87 |
|
|
2019
Q1 | $6.9M | Buy |
+59,245
| New | +$6.9M | 0.53% | 43 |
|
|
2018
Q2 | – | Sell |
-219,433
| Closed | -$27.2M | – | 294 |
|
|
2018
Q1 | $27.2M | Buy |
+219,433
| New | +$27.2M | 1.4% | 19 |
|
|
2016
Q1 | – | Sell |
-68,535
| Closed | -$8.45M | – | 215 |
|
|
2015
Q4 | $8.45M | Buy |
+68,535
| New | +$8.45M | 0.24% | 78 |
|