Winch Advisory Services’s J.M. Smucker SJM Stock Holding History

Winch Advisory Services’s Portfolio SJM Stock Details SJM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$109	Hold	1	–	–	﹤0.01%	488
2025 Q1	$130	Hold	1	–	–	﹤0.01%	481
2024 Q4	$119	Hold	1	–	–	﹤0.01%	530
2024 Q3	$130	Sell	1 -19	-95%	-$2.47K	﹤0.01%	449
2024 Q2	$2.22K	Hold	20	–	–	﹤0.01%	367
2024 Q1	$2.54K	Hold	20	–	–	﹤0.01%	356
2023 Q4	$2.53K	Hold	20	–	–	﹤0.01%	347
2023 Q3	$2K	Hold	20	–	–	﹤0.01%	369
2023 Q2	$3K	Hold	20	–	–	﹤0.01%	337
2023 Q1	$3K	Buy	20 +1	+5%	+$150	﹤0.01%	336
2022 Q4	$3K	Hold	19	–	–	﹤0.01%	321
2022 Q3	$3K	Hold	19	–	–	﹤0.01%	307
2022 Q2	$2K	Sell	19 -1	-5%	-$105	﹤0.01%	356
2022 Q1	$3K	Hold	20	–	–	﹤0.01%	362
2021 Q4	$3K	Hold	20	–	–	﹤0.01%	378
2021 Q3	$2K	Hold	20	–	–	﹤0.01%	422
2021 Q2	$3K	Hold	20	–	–	﹤0.01%	400
2021 Q1	$2K	Sell	20 -1	-5%	-$100	﹤0.01%	393
2020 Q4	$2K	Hold	21	–	–	﹤0.01%	377
2020 Q3	$2K	Sell	21 -12	-36%	-$1.14K	﹤0.01%	343
2020 Q2	$3K	Hold	33	–	–	﹤0.01%	308
2020 Q1	$4K	Hold	33	–	–	﹤0.01%	241
2019 Q4	$3K	Hold	33	–	–	﹤0.01%	303
2019 Q3	$4K	Buy	33 +1	+3%	+$121	﹤0.01%	257
2019 Q2	$4K	Hold	32	–	–	﹤0.01%	287
2019 Q1	$4K	Hold	32	–	–	﹤0.01%	266
2018 Q4	$3K	Buy	32 +17	+113%	+$1.59K	﹤0.01%	273
2018 Q3	$2K	Hold	15	–	–	﹤0.01%	290
2018 Q2	$2K	Buy	15 +1	+7%	+$133	﹤0.01%	295
2018 Q1	$2K	Hold	14	–	–	﹤0.01%	275
2017 Q4	$2K	Hold	14	–	–	﹤0.01%	270
2017 Q3	$1K	Hold	14	–	–	﹤0.01%	283
2017 Q2	$2K	Hold	14	–	–	﹤0.01%	273
2017 Q1	$2K	Hold	14	–	–	﹤0.01%	253
2016 Q4	$2K	Sell	14 -2	-13%	-$286	﹤0.01%	240
2016 Q3	$2K	Hold	16	–	–	﹤0.01%	241
2016 Q2	$2K	Hold	16	–	–	﹤0.01%	235
2016 Q1	$2K	Hold	16	–	–	﹤0.01%	207
2015 Q4	$2K	Hold	16	–	–	﹤0.01%	223
2015 Q3	$2K	Hold	16	–	–	﹤0.01%	202
2015 Q2	$2K	Hold	16	–	–	﹤0.01%	255
2015 Q1	$2K	Buy	+16	New	+$2K	﹤0.01%	280
2014 Q4	–	Sell	-15	Closed	-$2K	–	157
2014 Q3	$2K	Hold	15	–	–	﹤0.01%	206
2014 Q2	$2K	Hold	15	–	–	﹤0.01%	235
2014 Q1	$1K	Buy	+15	New	+$1K	﹤0.01%	267