Avior Wealth Management’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
Q1 | – | Sell |
-357
| Closed | -$39.3K | – | 2059 |
|
|
2024
Q4 | $39.3K | Sell |
357
-94
| -21% | -$10.8K | ﹤0.01% | 1218 |
|
|
2024
Q3 | $54.6K | Sell |
451
-383
| -46% | -$45.1K | ﹤0.01% | 1086 |
|
|
2024
Q2 | $90.9K | Buy |
834
+238
| +40% | +$26.9K | ﹤0.01% | 892 |
|
|
2024
Q1 | $75K | Buy |
596
+567
| +1,955% | +$71.8K | ﹤0.01% | 1073 |
|
|
2023
Q4 | $3.67K | Sell |
29
-192
| -87% | -$22.2K | ﹤0.01% | 1231 |
|
|
2023
Q3 | $27.2K | Buy |
221
+34
| +18% | +$4.83K | ﹤0.01% | 894 |
|
|
2023
Q2 | $27.6K | Buy |
187
+110
| +143% | +$16.8K | ﹤0.01% | 880 |
|
|
2023
Q1 | $12.1K | Buy |
77
+48
| +166% | +$7.29K | ﹤0.01% | 1018 |
|
|
2022
Q4 | $4.59K | Hold |
29
| – | – | ﹤0.01% | 968 |
|
|
2022
Q3 | $3K | Hold |
29
| – | – | ﹤0.01% | 995 |
|
|
2022
Q2 | $3K | Sell |
29
-735
| -96% | -$98K | ﹤0.01% | 921 |
|
|
2022
Q1 | $103K | Hold |
764
| – | – | 0.01% | 509 |
|
|
2021
Q4 | $103K | Buy |
764
+759
| +15,180% | +$96.8K | 0.01% | 496 |
|
|
2021
Q3 | $0 | Hold |
5
| – | – | ﹤0.01% | 1171 |
|
|
2021
Q2 | $0 | Hold |
5
| – | – | ﹤0.01% | 1128 |
|
|
2021
Q1 | $0 | Hold |
5
| – | – | ﹤0.01% | 1133 |
|
|
2020
Q4 | $0 | Sell |
5
-2
| -29% | -$232 | ﹤0.01% | 1086 |
|
|
2020
Q3 | $0 | Buy |
7
+2
| +40% | +$223 | ﹤0.01% | 1015 |
|
|
2020
Q2 | $0 | Buy |
+5
| New | +$562 | ﹤0.01% | 984 |
|
|
2019
Q2 | – | Sell |
-2,413
| Closed | -$281K | – | 866 |
|
|
2019
Q1 | $281K | Hold |
2,413
| – | – | 0.06% | 286 |
|
|
2018
Q4 | $225K | Buy |
2,413
+2,390
| +10,391% | +$250K | 0.05% | 292 |
|
|
2018
Q3 | $2K | Hold |
23
| – | – | ﹤0.01% | 684 |
|
|
2018
Q2 | $2K | Hold |
23
| – | – | ﹤0.01% | 719 |
|
|
2018
Q1 | $3K | Sell |
23
-14
| -38% | -$1.75K | ﹤0.01% | 673 |
|
|
2017
Q4 | $5K | Buy |
37
+23
| +164% | +$2.56K | ﹤0.01% | 649 |
|
|
2017
Q3 | $1K | Buy |
+14
| New | +$1.6K | ﹤0.01% | 482 |
|
Other funds holding SJM
