West Family Investments’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 | – | Sell |
-1,712
| Closed | -$203K | – | 376 |
|
|
2025
Q1 | $203K | Buy |
+1,712
| New | +$203K | 0.08% | 244 |
|
|
2024
Q2 | – | Sell |
-1,858
| Closed | -$234K | – | 270 |
|
|
2024
Q1 | $234K | Buy |
+1,858
| New | +$234K | 0.07% | 229 |
|
|
2023
Q3 | – | Sell |
-3,111
| Closed | -$459K | – | 254 |
|
|
2023
Q2 | $459K | Buy |
3,111
+1,241
| +66% | +$183K | 0.18% | 106 |
|
|
2023
Q1 | $294K | Sell |
1,870
-630
| -25% | -$99.1K | 0.12% | 133 |
|
|
2022
Q4 | $396K | Buy |
2,500
+830
| +50% | +$132K | 0.14% | 125 |
|
|
2022
Q3 | $229K | Buy |
+1,670
| New | +$229K | 0.1% | 189 |
|
|
2022
Q2 | – | Sell |
-2,250
| Closed | -$305K | – | 299 |
|
|
2022
Q1 | $305K | Hold |
2,250
| – | – | 0.09% | 191 |
|
|
2021
Q4 | $306K | Buy |
+2,250
| New | +$306K | 0.08% | 197 |
|
|
2021
Q3 | – | Sell |
-2,849
| Closed | -$369K | – | 381 |
|
|
2021
Q2 | $369K | Buy |
+2,849
| New | +$369K | 0.1% | 185 |
|