AssetMark Inc’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 | $62.9K | Buy |
641
+414
| +182% | +$40.7K | ﹤0.01% | 1485 |
|
|
2025
Q1 | $26.9K | Buy |
227
+9
| +4% | +$1.07K | ﹤0.01% | 1622 |
|
|
2024
Q4 | $24K | Buy |
218
+77
| +55% | +$8.48K | ﹤0.01% | 1609 |
|
|
2024
Q3 | $17.1K | Buy |
141
+16
| +13% | +$1.94K | ﹤0.01% | 1531 |
|
|
2024
Q2 | $13.6K | Hold |
125
| – | – | ﹤0.01% | 1446 |
|
|
2024
Q1 | $15.7K | Sell |
125
-11
| -8% | -$1.39K | ﹤0.01% | 1320 |
|
|
2023
Q4 | $17.2K | Buy |
136
+11
| +9% | +$1.39K | ﹤0.01% | 1317 |
|
|
2023
Q3 | $15.4K | Hold |
125
| – | – | ﹤0.01% | 1272 |
|
|
2023
Q2 | $18.5K | Hold |
125
| – | – | ﹤0.01% | 1218 |
|
|
2023
Q1 | $19.7K | Hold |
125
| – | – | ﹤0.01% | 1187 |
|
|
2022
Q4 | $19.8K | Hold |
125
| – | – | ﹤0.01% | 1208 |
|
|
2022
Q3 | $17K | Hold |
125
| – | – | ﹤0.01% | 1160 |
|
|
2022
Q2 | $16K | Sell |
125
-6
| -5% | -$768 | ﹤0.01% | 1162 |
|
|
2022
Q1 | $18K | Buy |
131
+6
| +5% | +$824 | ﹤0.01% | 1094 |
|
|
2021
Q4 | $17K | Sell |
125
-1,776
| -93% | -$242K | ﹤0.01% | 1083 |
|
|
2021
Q3 | $228K | Buy |
+1,901
| New | +$228K | ﹤0.01% | 557 |
|
|
2021
Q2 | – | Sell |
-968
| Closed | -$122K | – | 1525 |
|
|
2021
Q1 | $122K | Buy |
+968
| New | +$122K | ﹤0.01% | 604 |
|
|
2019
Q3 | – | Sell |
-14
| Closed | -$2K | – | 1405 |
|
|
2019
Q2 | $2K | Buy |
+14
| New | +$2K | ﹤0.01% | 1181 |
|
|
2019
Q1 | – | Sell |
-140
| Closed | -$13K | – | 1496 |
|
|
2018
Q4 | $13K | Sell |
140
-98
| -41% | -$9.1K | ﹤0.01% | 972 |
|
|
2018
Q3 | $24K | Sell |
238
-6
| -2% | -$605 | ﹤0.01% | 891 |
|
|
2018
Q2 | $26K | Buy |
244
+127
| +109% | +$13.5K | ﹤0.01% | 866 |
|
|
2018
Q1 | $14K | Sell |
117
-72
| -38% | -$8.62K | ﹤0.01% | 993 |
|
|
2017
Q4 | $23K | Buy |
189
+44
| +30% | +$5.35K | ﹤0.01% | 979 |
|
|
2017
Q3 | $15K | Buy |
145
+27
| +23% | +$2.79K | ﹤0.01% | 983 |
|
|
2017
Q2 | $14K | Sell |
118
-12
| -9% | -$1.42K | ﹤0.01% | 979 |
|
|
2017
Q1 | $17K | Sell |
130
-2
| -2% | -$262 | ﹤0.01% | 906 |
|
|
2016
Q4 | $17K | Buy |
132
+12
| +10% | +$1.55K | ﹤0.01% | 901 |
|
|
2016
Q3 | $16K | Sell |
120
-142
| -54% | -$18.9K | ﹤0.01% | 920 |
|
|
2016
Q2 | $40K | Buy |
262
+135
| +106% | +$20.6K | ﹤0.01% | 653 |
|
|
2016
Q1 | $16K | Buy |
127
+55
| +76% | +$6.93K | ﹤0.01% | 797 |
|
|
2015
Q4 | $9K | Buy |
+72
| New | +$9K | ﹤0.01% | 902 |
|