Wellington Shields & Co’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 | $265K | Buy |
+2,701
| New | +$265K | 0.08% | 193 |
|
|
2023
Q3 | – | Sell |
-2,251
| Closed | -$332K | – | 299 |
|
|
2023
Q2 | $332K | Sell |
2,251
-1,000
| -31% | -$148K | 0.08% | 154 |
|
|
2023
Q1 | $512K | Buy |
3,251
+1
| +0% | +$157 | 0.11% | 117 |
|
|
2022
Q4 | $515K | Sell |
3,250
-500
| -13% | -$79.2K | 0.12% | 117 |
|
|
2022
Q3 | $515K | Buy |
+3,750
| New | +$515K | 0.22% | 105 |
|
|
2020
Q3 | – | Sell |
-2,000
| Closed | -$212K | – | 185 |
|
|
2020
Q2 | $212K | Buy |
+2,000
| New | +$212K | 0.09% | 157 |
|