Atria Investments’s J.M. Smucker SJM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $914K | Sell |
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|
2025
Q2 | $1.19M | Buy |
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|
2025
Q1 | $976K | Buy |
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|
2024
Q4 | $860K | Buy |
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|
2024
Q3 | $852K | Sell |
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|
2024
Q2 | $779K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $1.1M | Buy |
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|
2023
Q2 | $1.26M | Sell |
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|
2023
Q1 | $1.75M | Buy |
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|
2022
Q4 | $1.55M | Sell |
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|
2022
Q3 | $1.6M | Buy |
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|
2022
Q2 | $1.43M | Buy |
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|
2022
Q1 | $1.01M | Sell |
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|
2021
Q4 | $1.05M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $1.28M | Sell |
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|
2019
Q3 | $1.72M | Sell |
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|
2019
Q2 | $2.13M | Buy |
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|
2019
Q1 | $625K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $219K | Sell |
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|
2018
Q1 | $326K | Buy |
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|
2017
Q4 | $305K | Buy |
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|
2017
Q3 | $219K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $421K | Sell |
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|
2015
Q1 | $459K | Sell |
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|
2014
Q4 | $431K | Sell |
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|
2014
Q3 | $533K | Buy |
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|
2014
Q2 | $468K | Buy |
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|
2014
Q1 | $415K | Buy |
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|
2013
Q4 | $329K | Buy |
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|
2013
Q3 | $316K | Sell |
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|
2013
Q2 | $402K | Buy |
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