Welch Group’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 | $248K | Buy |
2,529
+6
| +0.2% | +$589 | 0.01% | 232 |
|
|
2025
Q1 | $294K | Sell |
2,523
-152
| -6% | -$17.7K | 0.01% | 204 |
|
|
2024
Q4 | $294K | Buy |
2,675
+2
| +0.1% | +$220 | 0.01% | 208 |
|
|
2024
Q3 | $324K | Sell |
2,673
-4,400
| -62% | -$533K | 0.01% | 196 |
|
|
2024
Q2 | $771K | Buy |
7,073
+4,400
| +165% | +$480K | 0.04% | 109 |
|
|
2024
Q1 | $337K | Sell |
2,673
-1,131
| -30% | -$142K | 0.02% | 165 |
|
|
2023
Q4 | $481K | Buy |
3,804
+1,001
| +36% | +$127K | 0.03% | 128 |
|
|
2023
Q3 | $345K | Hold |
2,803
| – | – | 0.02% | 143 |
|
|
2023
Q2 | $414K | Hold |
2,803
| – | – | 0.02% | 128 |
|
|
2023
Q1 | $441K | Buy |
2,803
+1
| +0% | +$157 | 0.03% | 117 |
|
|
2022
Q4 | $444K | Buy |
2,802
+1
| +0% | +$158 | 0.03% | 125 |
|
|
2022
Q3 | $385K | Buy |
2,801
+1
| +0% | +$137 | 0.03% | 114 |
|
|
2022
Q2 | $358K | Buy |
2,800
+1
| +0% | +$128 | 0.02% | 129 |
|
|
2022
Q1 | $379K | Buy |
2,799
+1
| +0% | +$135 | 0.02% | 138 |
|
|
2021
Q4 | $380K | Buy |
2,798
+1
| +0% | +$136 | 0.02% | 145 |
|
|
2021
Q3 | $336K | Buy |
2,797
+2
| +0.1% | +$240 | 0.02% | 135 |
|
|
2021
Q2 | $362K | Buy |
2,795
+154
| +6% | +$19.9K | 0.02% | 128 |
|
|
2021
Q1 | $334K | Buy |
+2,641
| New | +$334K | 0.02% | 134 |
|