Wedmont Private Capital’s J.M. Smucker SJM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,532
| Closed | -$297K | – | 668 |
|
|
2024
Q1 | $297K | Buy |
+2,532
| New | +$297K | 0.02% | 454 |
|
|
2023
Q3 | – | Sell |
-2,223
| Closed | -$329K | – | 530 |
|
|
2023
Q2 | $329K | Sell |
2,223
-65
| -3% | -$9.62K | 0.04% | 358 |
|
|
2023
Q1 | $356K | Buy |
2,288
+615
| +37% | +$95.8K | 0.05% | 293 |
|
|
2022
Q4 | $272K | Buy |
+1,673
| New | +$272K | 0.04% | 358 |
|