Atria Investments’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 | $1.19M | Buy |
12,100
+3,858
| +47% | +$379K | 0.01% | 950 |
|
|
2025
Q1 | $976K | Buy |
8,242
+430
| +6% | +$50.9K | 0.01% | 1000 |
|
|
2024
Q4 | $860K | Buy |
7,812
+773
| +11% | +$85.1K | 0.01% | 1060 |
|
|
2024
Q3 | $852K | Sell |
7,039
-100
| -1% | -$12.1K | 0.01% | 1057 |
|
|
2024
Q2 | $779K | Buy |
+7,139
| New | +$779K | 0.01% | 1065 |
|
|
2023
Q4 | – | Sell |
-8,937
| Closed | -$1.1M | – | 936 |
|
|
2023
Q3 | $1.1M | Buy |
8,937
+375
| +4% | +$46.1K | 0.02% | 797 |
|
|
2023
Q2 | $1.26M | Sell |
8,562
-2,590
| -23% | -$382K | 0.02% | 744 |
|
|
2023
Q1 | $1.75M | Buy |
11,152
+1,386
| +14% | +$218K | 0.03% | 581 |
|
|
2022
Q4 | $1.55M | Sell |
9,766
-1,910
| -16% | -$303K | 0.03% | 604 |
|
|
2022
Q3 | $1.6M | Buy |
11,676
+511
| +5% | +$70.2K | 0.04% | 559 |
|
|
2022
Q2 | $1.43M | Buy |
11,165
+3,679
| +49% | +$471K | 0.03% | 615 |
|
|
2022
Q1 | $1.01M | Sell |
7,486
-235
| -3% | -$31.8K | 0.02% | 852 |
|
|
2021
Q4 | $1.05M | Buy |
+7,721
| New | +$1.05M | 0.02% | 820 |
|
|
2020
Q1 | – | Sell |
-12,320
| Closed | -$1.28M | – | 1090 |
|
|
2019
Q4 | $1.28M | Sell |
12,320
-3,326
| -21% | -$346K | 0.03% | 449 |
|
|
2019
Q3 | $1.72M | Sell |
15,646
-2,933
| -16% | -$323K | 0.06% | 267 |
|
|
2019
Q2 | $2.13M | Buy |
18,579
+13,213
| +246% | +$1.51M | 0.08% | 216 |
|
|
2019
Q1 | $625K | Buy |
+5,366
| New | +$625K | 0.03% | 473 |
|
|
2018
Q3 | – | Sell |
-2,037
| Closed | -$219K | – | 1033 |
|
|
2018
Q2 | $219K | Sell |
2,037
-591
| -22% | -$63.5K | 0.01% | 867 |
|
|
2018
Q1 | $326K | Buy |
2,628
+171
| +7% | +$21.2K | 0.02% | 648 |
|
|
2017
Q4 | $305K | Buy |
2,457
+373
| +18% | +$46.3K | 0.02% | 642 |
|
|
2017
Q3 | $219K | Buy |
+2,084
| New | +$219K | 0.01% | 715 |
|
|
2015
Q3 | – | Sell |
-3,879
| Closed | -$421K | – | 401 |
|
|
2015
Q2 | $421K | Sell |
3,879
-91
| -2% | -$9.88K | 0.05% | 272 |
|
|
2015
Q1 | $459K | Sell |
3,970
-295
| -7% | -$34.1K | 0.05% | 259 |
|
|
2014
Q4 | $431K | Sell |
4,265
-1,121
| -21% | -$113K | 0.05% | 278 |
|
|
2014
Q3 | $533K | Buy |
5,386
+997
| +23% | +$98.7K | 0.05% | 268 |
|
|
2014
Q2 | $468K | Buy |
4,389
+126
| +3% | +$13.4K | 0.05% | 278 |
|
|
2014
Q1 | $415K | Buy |
4,263
+1,087
| +34% | +$106K | 0.04% | 312 |
|
|
2013
Q4 | $329K | Buy |
3,176
+167
| +6% | +$17.3K | 0.03% | 360 |
|
|
2013
Q3 | $316K | Sell |
3,009
-887
| -23% | -$93.2K | 0.03% | 352 |
|
|
2013
Q2 | $402K | Buy |
+3,896
| New | +$402K | 0.05% | 225 |
|