Williams Jones Wealth Management’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 | $716K | Hold |
7,294
| – | – | 0.01% | 296 |
|
|
2025
Q1 | $864K | Hold |
7,294
| – | – | 0.01% | 257 |
|
|
2024
Q4 | $803K | Sell |
7,294
-74
| -1% | -$8.15K | 0.01% | 270 |
|
|
2024
Q3 | $892K | Buy |
7,368
+2
| +0% | +$242 | 0.01% | 269 |
|
|
2024
Q2 | $803K | Sell |
7,366
-603
| -8% | -$65.8K | 0.01% | 279 |
|
|
2024
Q1 | $1M | Sell |
7,969
-176
| -2% | -$22.2K | 0.01% | 263 |
|
|
2023
Q4 | $1.03M | Sell |
8,145
-235
| -3% | -$29.7K | 0.01% | 256 |
|
|
2023
Q3 | $1.03M | Sell |
8,380
-20
| -0.2% | -$2.46K | 0.02% | 247 |
|
|
2023
Q2 | $1.24M | Buy |
8,400
+73
| +0.9% | +$10.8K | 0.02% | 233 |
|
|
2023
Q1 | $1.31M | Buy |
8,327
+86
| +1% | +$13.5K | 0.02% | 241 |
|
|
2022
Q4 | $1.31M | Hold |
8,241
| – | – | 0.02% | 236 |
|
|
2022
Q3 | $1.13M | Hold |
8,241
| – | – | 0.02% | 255 |
|
|
2022
Q2 | $1.06M | Buy |
8,241
+4,191
| +103% | +$537K | 0.02% | 265 |
|
|
2022
Q1 | $548K | Sell |
4,050
-100
| -2% | -$13.5K | 0.01% | 336 |
|
|
2021
Q4 | $564K | Hold |
4,150
| – | – | 0.01% | 316 |
|
|
2021
Q3 | $498K | Sell |
4,150
-6
| -0.1% | -$720 | 0.01% | 323 |
|
|
2021
Q2 | $538K | Buy |
4,156
+6
| +0.1% | +$777 | 0.01% | 312 |
|
|
2021
Q1 | $525K | Buy |
4,150
+50
| +1% | +$6.33K | 0.01% | 305 |
|
|
2020
Q4 | $474K | Buy |
4,100
+400
| +11% | +$46.2K | 0.01% | 292 |
|
|
2020
Q3 | $427K | Hold |
3,700
| – | – | 0.01% | 285 |
|
|
2020
Q2 | $391K | Hold |
3,700
| – | – | 0.01% | 285 |
|
|
2020
Q1 | $411K | Hold |
3,700
| – | – | 0.01% | 252 |
|
|
2019
Q4 | $385K | Buy |
3,700
+75
| +2% | +$7.8K | 0.01% | 322 |
|
|
2019
Q3 | $399K | Buy |
+3,625
| New | +$399K | 0.01% | 299 |
|