Wedbush Securities’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 | $860K | Buy |
8,755
+981
| +13% | +$96.4K | 0.03% | 460 |
|
|
2025
Q1 | $921K | Buy |
7,774
+624
| +9% | +$73.9K | 0.03% | 410 |
|
|
2024
Q4 | $787K | Buy |
7,150
+284
| +4% | +$31.3K | 0.03% | 450 |
|
|
2024
Q3 | $831K | Buy |
+6,866
| New | +$831K | 0.03% | 430 |
|
|
2024
Q2 | – | Sell |
-2,109
| Closed | -$265K | – | 1281 |
|
|
2024
Q1 | $265K | Sell |
2,109
-905
| -30% | -$114K | 0.01% | 938 |
|
|
2023
Q4 | $381K | Buy |
3,014
+1,343
| +80% | +$170K | 0.02% | 662 |
|
|
2023
Q3 | $205K | Buy |
+1,671
| New | +$205K | 0.01% | 913 |
|
|
2018
Q2 | – | Sell |
-1,655
| Closed | -$205K | – | 906 |
|
|
2018
Q1 | $205K | Sell |
1,655
-100
| -6% | -$12.4K | 0.03% | 672 |
|
|
2017
Q4 | $218K | Buy |
+1,755
| New | +$218K | 0.03% | 676 |
|
|
2016
Q4 | – | Sell |
-1,534
| Closed | -$208K | – | 880 |
|
|
2016
Q3 | $208K | Sell |
1,534
-1,044
| -40% | -$142K | 0.03% | 663 |
|
|
2016
Q2 | $393K | Buy |
+2,578
| New | +$393K | 0.06% | 352 |
|