Wealth Enhancement Advisory Services’s J.M. Smucker SJM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.93M | Buy |
18,575
+2,589
| +16% | +$269K | ﹤0.01% | 1365 |
|
|
2025
Q1 | $1.89M | Sell |
15,986
-2,206
| -12% | -$261K | ﹤0.01% | 1269 |
|
|
2024
Q4 | $2M | Sell |
18,192
-2,229
| -11% | -$245K | ﹤0.01% | 1191 |
|
|
2024
Q3 | $2.47M | Buy |
20,421
+3,899
| +24% | +$472K | 0.01% | 967 |
|
|
2024
Q2 | $1.8M | Buy |
16,522
+1,056
| +7% | +$115K | ﹤0.01% | 1026 |
|
|
2024
Q1 | $1.95M | Sell |
15,466
-350
| -2% | -$44.1K | 0.01% | 953 |
|
|
2023
Q4 | $2M | Buy |
15,816
+322
| +2% | +$40.7K | 0.01% | 901 |
|
|
2023
Q3 | $1.9M | Buy |
15,494
+13,689
| +758% | +$1.68M | 0.01% | 879 |
|
|
2023
Q2 | $267K | Buy |
1,805
+6
| +0.3% | +$886 | ﹤0.01% | 452 |
|
|
2023
Q1 | $283K | Buy |
+1,799
| New | +$283K | ﹤0.01% | 453 |
|
|
2022
Q4 | – | Sell |
-11,793
| Closed | -$1.62M | – | 363 |
|
|
2022
Q3 | $1.62M | Sell |
11,793
-19,011
| -62% | -$2.62M | 0.02% | 189 |
|
|
2022
Q2 | $4.07M | Buy |
30,804
+20,528
| +200% | +$2.71M | 0.06% | 148 |
|
|
2022
Q1 | $1.38M | Buy |
10,276
+585
| +6% | +$78.8K | 0.02% | 217 |
|
|
2021
Q4 | $1.35M | Buy |
+9,691
| New | +$1.35M | 0.02% | 196 |
|