Advisory Services Network’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 | $1.04M | Buy |
+9,674
| New | +$1.04M | 0.02% | 808 |
|
|
2024
Q1 | – | Sell |
-945
| Closed | -$119K | – | 3323 |
|
|
2023
Q4 | $119K | Sell |
945
-1,493
| -61% | -$189K | ﹤0.01% | 1531 |
|
|
2023
Q3 | $300K | Buy |
2,438
+398
| +20% | +$48.9K | 0.01% | 1140 |
|
|
2023
Q2 | $301K | Buy |
2,040
+53
| +3% | +$7.83K | 0.01% | 1126 |
|
|
2023
Q1 | $313K | Buy |
1,987
+53
| +3% | +$8.34K | 0.01% | 1116 |
|
|
2022
Q4 | $306K | Buy |
1,934
+161
| +9% | +$25.5K | 0.01% | 1072 |
|
|
2022
Q3 | $244K | Sell |
1,773
-536
| -23% | -$73.8K | 0.01% | 1119 |
|
|
2022
Q2 | $295K | Buy |
2,309
+371
| +19% | +$47.4K | 0.01% | 1079 |
|
|
2022
Q1 | $262K | Sell |
1,938
-460
| -19% | -$62.2K | 0.01% | 1214 |
|
|
2021
Q4 | $326K | Buy |
2,398
+233
| +11% | +$31.7K | 0.01% | 1075 |
|
|
2021
Q3 | $260K | Buy |
2,165
+270
| +14% | +$32.4K | 0.01% | 1163 |
|
|
2021
Q2 | $245K | Buy |
1,895
+129
| +7% | +$16.7K | 0.01% | 1172 |
|
|
2021
Q1 | $225K | Buy |
1,766
+592
| +50% | +$75.4K | 0.01% | 1133 |
|
|
2020
Q4 | $135K | Buy |
1,174
+803
| +216% | +$92.3K | 0.01% | 1204 |
|
|
2020
Q3 | $43K | Buy |
+371
| New | +$43K | ﹤0.01% | 1676 |
|
|
2020
Q2 | – | Sell |
-316
| Closed | -$35K | – | 2489 |
|
|
2020
Q1 | $35K | Sell |
316
-503
| -61% | -$55.7K | ﹤0.01% | 1554 |
|
|
2019
Q4 | $85K | Sell |
819
-167
| -17% | -$17.3K | ﹤0.01% | 1239 |
|
|
2019
Q3 | $114K | Hold |
986
| – | – | 0.01% | 1012 |
|
|
2019
Q2 | $114K | Buy |
986
+244
| +33% | +$28.2K | 0.01% | 1010 |
|
|
2019
Q1 | $87K | Buy |
742
+131
| +21% | +$15.4K | 0.01% | 1046 |
|
|
2018
Q4 | $57K | Sell |
611
-5
| -0.8% | -$466 | 0.01% | 1089 |
|
|
2018
Q3 | $63K | Buy |
616
+42
| +7% | +$4.3K | ﹤0.01% | 1143 |
|
|
2018
Q2 | $63K | Buy |
574
+231
| +67% | +$25.4K | ﹤0.01% | 1129 |
|
|
2018
Q1 | $43K | Buy |
343
+234
| +215% | +$29.3K | ﹤0.01% | 1378 |
|
|
2017
Q4 | $14K | Sell |
109
-100
| -48% | -$12.8K | ﹤0.01% | 1724 |
|
|
2017
Q3 | $22K | Buy |
209
+115
| +122% | +$12.1K | ﹤0.01% | 1377 |
|
|
2017
Q2 | $11K | Sell |
94
-1,595
| -94% | -$187K | ﹤0.01% | 1531 |
|
|
2017
Q1 | $221K | Buy |
+1,689
| New | +$221K | 0.03% | 575 |
|
|
2016
Q3 | $99K | Buy |
734
+733
| +73,300% | +$98.9K | 0.02% | 699 |
|
|
2016
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 1952 |
|
|
2016
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 1775 |
|
|
2015
Q4 | $0 | Hold |
1
| – | – | ﹤0.01% | 1610 |
|
|
2015
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 1593 |
|
|
2015
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 1502 |
|
|
2015
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 1340 |
|
|
2014
Q4 | $0 | Buy |
+1
| New | – | ﹤0.01% | 1233 |
|
|
2014
Q1 | – | Sell |
-1
| Closed | – | – | 701 |
|
|
2013
Q4 | $0 | Buy |
+1
| New | – | ﹤0.01% | 1093 |
|