West Branch 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
Q4 | – | Hold |
0
| – | -$38 | – | 625 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 610 |
|
|
2023
Q4 | – | Sell |
-25
| Closed | -$3.07K | – | 462 |
|
|
2023
Q3 | $3.07K | Hold |
25
| – | – | ﹤0.01% | 370 |
|
|
2023
Q2 | $3.69K | Hold |
25
| – | – | ﹤0.01% | 369 |
|
|
2023
Q1 | $3.94K | Hold |
25
| – | – | ﹤0.01% | 372 |
|
|
2022
Q4 | $3.96K | Hold |
25
| – | – | ﹤0.01% | 365 |
|
|
2022
Q3 | $3K | Buy |
+25
| New | +$3K | ﹤0.01% | 386 |
|
|
2019
Q3 | – | Sell |
-2,503
| Closed | -$288K | – | 102 |
|
|
2019
Q2 | $288K | Buy |
+2,503
| New | +$288K | 0.24% | 74 |
|