Azimuth Capital Investment Management’s J.M. Smucker SJM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-2,750
| Closed | -$338K | – | 305 |
|
|
2023
Q3 | $338K | Hold |
2,750
| – | – | 0.02% | 259 |
|
|
2023
Q2 | $406K | Hold |
2,750
| – | – | 0.02% | 253 |
|
|
2023
Q1 | $433K | Sell |
2,750
-478
| -15% | -$75.2K | 0.02% | 255 |
|
|
2022
Q4 | $512K | Sell |
3,228
-100
| -3% | -$15.8K | 0.03% | 248 |
|
|
2022
Q3 | $457K | Sell |
3,328
-100
| -3% | -$13.7K | 0.03% | 248 |
|
|
2022
Q2 | $439K | Buy |
+3,428
| New | +$439K | 0.02% | 261 |
|