WestEnd Advisors’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 | $393 | Hold |
4
| – | – | ﹤0.01% | 300 |
|
|
2025
Q1 | $474 | Buy |
4
+3
| +300% | +$356 | ﹤0.01% | 278 |
|
|
2024
Q4 | $110 | Hold |
1
| – | – | ﹤0.01% | 309 |
|
|
2024
Q3 | $121 | Hold |
1
| – | – | ﹤0.01% | 348 |
|
|
2024
Q2 | $109 | Hold |
1
| – | – | ﹤0.01% | 321 |
|
|
2024
Q1 | $126 | Sell |
1
-1
| -50% | -$126 | ﹤0.01% | 291 |
|
|
2023
Q4 | $253 | Hold |
2
| – | – | ﹤0.01% | 215 |
|
|
2023
Q3 | $246 | Buy |
+2
| New | +$246 | ﹤0.01% | 210 |
|
|
2023
Q2 | – | Hold |
0
| – | -$157 | – | 257 |
|
|
2023
Q1 | – | Sell |
-1
| Closed | -$158 | – | 250 |
|
|
2022
Q4 | $158 | Hold |
1
| – | – | ﹤0.01% | 247 |
|
|
2022
Q3 | $0 | Buy |
+1
| New | – | ﹤0.01% | 301 |
|