Wealthspire Advisors (New York)’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 | $295K | Sell |
3,001
-499
| -14% | -$49K | ﹤0.01% | 671 |
|
|
2025
Q1 | $414K | Sell |
3,500
-1,090
| -24% | -$129K | ﹤0.01% | 565 |
|
|
2024
Q4 | $505K | Sell |
4,590
-868
| -16% | -$95.6K | 0.01% | 513 |
|
|
2024
Q3 | $661K | Sell |
5,458
-213
| -4% | -$25.8K | 0.01% | 442 |
|
|
2024
Q2 | $618K | Sell |
5,671
-987
| -15% | -$108K | 0.01% | 389 |
|
|
2024
Q1 | $838K | Sell |
6,658
-409
| -6% | -$51.5K | 0.01% | 339 |
|
|
2023
Q4 | $893K | Buy |
7,067
+101
| +1% | +$12.8K | 0.01% | 331 |
|
|
2023
Q3 | $856K | Buy |
6,966
+5,420
| +351% | +$666K | 0.01% | 303 |
|
|
2023
Q2 | $228K | Buy |
1,546
+20
| +1% | +$2.95K | ﹤0.01% | 502 |
|
|
2023
Q1 | $240K | Sell |
1,526
-217
| -12% | -$34.1K | ﹤0.01% | 476 |
|
|
2022
Q4 | $276K | Buy |
1,743
+182
| +12% | +$28.8K | 0.01% | 472 |
|
|
2022
Q3 | $214K | Buy |
1,561
+1
| +0.1% | +$137 | ﹤0.01% | 468 |
|
|
2022
Q2 | $200K | Sell |
1,560
-60
| -4% | -$7.69K | ﹤0.01% | 470 |
|
|
2022
Q1 | $219K | Sell |
1,620
-148
| -8% | -$20K | ﹤0.01% | 406 |
|
|
2021
Q4 | $240K | Buy |
1,768
+98
| +6% | +$13.3K | 0.01% | 484 |
|
|
2021
Q3 | $200K | Buy |
+1,670
| New | +$200K | ﹤0.01% | 553 |
|
|
2021
Q2 | – | Sell |
-2,205
| Closed | -$279K | – | 609 |
|
|
2021
Q1 | $279K | Buy |
2,205
+120
| +6% | +$15.2K | 0.01% | 575 |
|
|
2020
Q4 | $241K | Buy |
+2,085
| New | +$241K | 0.01% | 507 |
|
|
2020
Q2 | – | Sell |
-2,506
| Closed | -$278K | – | 487 |
|
|
2020
Q1 | $278K | Buy |
+2,506
| New | +$278K | 0.01% | 400 |
|
|
2019
Q1 | – | Sell |
-134
| Closed | -$13K | – | 668 |
|
|
2018
Q4 | $13K | Buy |
+134
| New | +$13K | ﹤0.01% | 445 |
|