WCBA
Weaver C. Barksdale & Associates’s J.M. Smucker SJM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.5M | Sell |
15,268
-55
| -0.4% | -$5.41K | 1.44% | 41 |
|
|
2025
Q1 | $1.81M | Sell |
15,323
-349
| -2% | -$41.3K | 1.74% | 31 |
|
|
2024
Q4 | $1.73M | Sell |
15,672
-384
| -2% | -$42.3K | 1.65% | 31 |
|
|
2024
Q3 | $1.94M | Buy |
16,056
+5,454
| +51% | +$660K | 1.75% | 28 |
|
|
2024
Q2 | $1.16M | Sell |
10,602
-210
| -2% | -$22.9K | 1.1% | 52 |
|
|
2024
Q1 | $1.36M | Sell |
10,812
-88
| -0.8% | -$11.1K | 1.25% | 48 |
|
|
2023
Q4 | $1.38M | Sell |
10,900
-2,774
| -20% | -$351K | 1.35% | 43 |
|
|
2023
Q3 | $1.68M | Buy |
13,674
+2,121
| +18% | +$261K | 1.43% | 41 |
|
|
2023
Q2 | $1.71M | Sell |
11,553
-722
| -6% | -$107K | 1.69% | 34 |
|
|
2023
Q1 | $1.93M | Sell |
12,275
-602
| -5% | -$94.7K | 1.81% | 23 |
|
|
2022
Q4 | $2.04M | Buy |
12,877
+308
| +2% | +$48.8K | 1.8% | 25 |
|
|
2022
Q3 | $1.73M | Sell |
12,569
-440
| -3% | -$60.5K | 1.73% | 24 |
|
|
2022
Q2 | $1.67M | Buy |
13,009
+760
| +6% | +$97.3K | 1.55% | 39 |
|
|
2022
Q1 | $1.66M | Buy |
12,249
+160
| +1% | +$21.7K | 1.48% | 44 |
|
|
2021
Q4 | $1.64M | Buy |
+12,089
| New | +$1.64M | 1.49% | 45 |
|
|
2014
Q1 | – | Sell |
-3,588
| Closed | -$372K | – | 558 |
|
|
2013
Q4 | $372K | Hold |
3,588
| – | – | 0.31% | 85 |
|
|
2013
Q3 | $377K | Hold |
3,588
| – | – | 0.35% | 74 |
|
|
2013
Q2 | $370K | Buy |
+3,588
| New | +$370K | 0.36% | 59 |
|