Anchor Investment 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 | $1.75M | Buy |
17,831
+794
| +5% | +$78K | 0.15% | 142 |
|
|
2025
Q1 | $2.02M | Buy |
17,037
+607
| +4% | +$71.9K | 0.19% | 128 |
|
|
2024
Q4 | $1.81M | Sell |
16,430
-2,758
| -14% | -$304K | 0.17% | 136 |
|
|
2024
Q3 | $2.32M | Sell |
19,188
-603
| -3% | -$73K | 0.22% | 117 |
|
|
2024
Q2 | $2.16M | Buy |
19,791
+99
| +0.5% | +$10.8K | 0.22% | 113 |
|
|
2024
Q1 | $2.48M | Sell |
19,692
-319
| -2% | -$40.2K | 0.26% | 103 |
|
|
2023
Q4 | $2.53M | Buy |
20,011
+1,008
| +5% | +$127K | 0.29% | 93 |
|
|
2023
Q3 | $2.34M | Buy |
19,003
+606
| +3% | +$74.5K | 0.3% | 91 |
|
|
2023
Q2 | $2.72M | Buy |
18,397
+3,894
| +27% | +$575K | 0.35% | 77 |
|
|
2023
Q1 | $2.28M | Buy |
14,503
+618
| +4% | +$97.3K | 0.31% | 88 |
|
|
2022
Q4 | $2.2M | Buy |
13,885
+310
| +2% | +$49.1K | 0.32% | 89 |
|
|
2022
Q3 | $1.87M | Buy |
13,575
+435
| +3% | +$59.8K | 0.29% | 93 |
|
|
2022
Q2 | $1.68M | Buy |
13,140
+453
| +4% | +$58K | 0.24% | 104 |
|
|
2022
Q1 | $1.72M | Buy |
12,687
+3,689
| +41% | +$500K | 0.22% | 116 |
|
|
2021
Q4 | $1.22M | Hold |
8,998
| – | – | 0.15% | 148 |
|
|
2021
Q3 | $1.08M | Buy |
8,998
+1,217
| +16% | +$146K | 0.15% | 150 |
|
|
2021
Q2 | $1.01M | Buy |
7,781
+926
| +14% | +$120K | 0.14% | 159 |
|
|
2021
Q1 | $867K | Buy |
6,855
+6,002
| +704% | +$759K | 0.13% | 163 |
|
|
2020
Q4 | $98.6K | Buy |
853
+451
| +112% | +$52.1K | 0.02% | 388 |
|
|
2020
Q3 | $46.4K | Buy |
402
+287
| +250% | +$33.2K | 0.01% | 446 |
|
|
2020
Q2 | $12.2K | Hold |
115
| – | – | ﹤0.01% | 613 |
|
|
2020
Q1 | $12.8K | Hold |
115
| – | – | ﹤0.01% | 603 |
|
|
2019
Q4 | $12K | Hold |
115
| – | – | ﹤0.01% | 624 |
|
|
2019
Q3 | $12.7K | Hold |
115
| – | – | ﹤0.01% | 616 |
|
|
2019
Q2 | $13.2K | Buy |
115
+13
| +13% | +$1.5K | ﹤0.01% | 607 |
|
|
2019
Q1 | $11.9K | Sell |
102
-250
| -71% | -$29.1K | ﹤0.01% | 610 |
|
|
2018
Q4 | $32.9K | Hold |
352
| – | – | 0.01% | 490 |
|
|
2018
Q3 | $36.1K | Hold |
352
| – | – | 0.01% | 515 |
|
|
2018
Q2 | $37.8K | Hold |
352
| – | – | 0.01% | 519 |
|
|
2018
Q1 | $43.7K | Hold |
352
| – | – | 0.01% | 495 |
|
|
2017
Q4 | $43.7K | Hold |
352
| – | – | 0.01% | 489 |
|
|
2017
Q3 | $36.9K | Buy |
352
+250
| +245% | +$26.2K | 0.01% | 489 |
|
|
2017
Q2 | $12.1K | Hold |
102
| – | – | ﹤0.01% | 544 |
|
|
2017
Q1 | $13.4K | Hold |
102
| – | – | ﹤0.01% | 531 |
|
|
2016
Q4 | $13.1K | Hold |
102
| – | – | ﹤0.01% | 515 |
|
|
2016
Q3 | $13.8K | Sell |
102
-4
| -4% | -$542 | 0.01% | 494 |
|
|
2016
Q2 | $16.2K | Hold |
106
| – | – | 0.01% | 466 |
|
|
2016
Q1 | $13.8K | Buy |
+106
| New | +$13.8K | 0.01% | 465 |
|