Atlas Capital Advisors’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 | $172K | Hold |
1,749
| – | – | 0.02% | 437 |
|
|
2025
Q1 | $207K | Sell |
1,749
-30
| -2% | -$3.55K | 0.03% | 397 |
|
|
2024
Q4 | $196K | Buy |
1,779
+1,711
| +2,516% | +$188K | 0.02% | 391 |
|
|
2024
Q3 | $8.28K | Sell |
68
-1,711
| -96% | -$208K | ﹤0.01% | 744 |
|
|
2024
Q2 | $194K | Buy |
1,779
+1,711
| +2,516% | +$187K | 0.03% | 387 |
|
|
2024
Q1 | $8.61K | Sell |
68
-1,711
| -96% | -$217K | ﹤0.01% | 729 |
|
|
2023
Q4 | $225K | Sell |
1,779
-642
| -27% | -$81.2K | 0.03% | 347 |
|
|
2023
Q3 | $298K | Hold |
2,421
| – | – | 0.05% | 280 |
|
|
2023
Q2 | $358K | Hold |
2,421
| – | – | 0.05% | 263 |
|
|
2023
Q1 | $381K | Sell |
2,421
-65
| -3% | -$10.2K | 0.06% | 241 |
|
|
2022
Q4 | $394K | Hold |
2,486
| – | – | 0.07% | 215 |
|
|
2022
Q3 | $342K | Hold |
2,486
| – | – | 0.06% | 240 |
|
|
2022
Q2 | $318K | Buy |
2,486
+1,711
| +221% | +$219K | 0.05% | 275 |
|
|
2022
Q1 | $105K | Sell |
775
-91
| -11% | -$12.3K | 0.02% | 460 |
|
|
2021
Q4 | $118K | Buy |
866
+538
| +164% | +$73.1K | 0.02% | 432 |
|
|
2021
Q3 | $39.4K | Hold |
328
| – | – | 0.01% | 549 |
|
|
2021
Q2 | $42.5K | Buy |
328
+91
| +38% | +$11.8K | 0.01% | 542 |
|
|
2021
Q1 | $30K | Sell |
237
-318
| -57% | -$40.3K | 0.01% | 546 |
|
|
2020
Q4 | $64.2K | Buy |
+555
| New | +$64.2K | 0.01% | 447 |
|
|
2020
Q3 | – | Sell |
-983
| Closed | -$104K | – | 545 |
|
|
2020
Q2 | $104K | Buy |
983
+153
| +18% | +$16.2K | 0.02% | 394 |
|
|
2020
Q1 | $92.2K | Sell |
830
-94
| -10% | -$10.4K | 0.03% | 374 |
|
|
2019
Q4 | $96.3K | Sell |
924
-1,143
| -55% | -$119K | 0.02% | 401 |
|
|
2019
Q3 | $227K | Sell |
2,067
-925
| -31% | -$102K | 0.07% | 296 |
|
|
2019
Q2 | $345K | Buy |
2,992
+2,363
| +376% | +$272K | 0.11% | 215 |
|
|
2019
Q1 | $73.3K | Sell |
629
-136
| -18% | -$15.8K | 0.03% | 388 |
|
|
2018
Q4 | $71.5K | Buy |
+765
| New | +$71.5K | 0.03% | 375 |
|