Bailard’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 | $1.25M | Buy |
12,744
+272
| +2% | +$26.7K | 0.03% | 296 |
|
|
2025
Q1 | $1.48M | Buy |
12,472
+472
| +4% | +$55.9K | 0.04% | 254 |
|
|
2024
Q4 | $1.32M | Sell |
12,000
-292
| -2% | -$32.2K | 0.03% | 265 |
|
|
2024
Q3 | $1.49M | Sell |
12,292
-19
| -0.2% | -$2.3K | 0.04% | 256 |
|
|
2024
Q2 | $1.34M | Sell |
12,311
-260
| -2% | -$28.4K | 0.04% | 257 |
|
|
2024
Q1 | $1.58M | Sell |
12,571
-342
| -3% | -$43K | 0.04% | 250 |
|
|
2023
Q4 | $1.63M | Sell |
12,913
-1,279
| -9% | -$162K | 0.05% | 236 |
|
|
2023
Q3 | $1.74M | Buy |
14,192
+1,862
| +15% | +$229K | 0.06% | 213 |
|
|
2023
Q2 | $1.82M | Sell |
12,330
-118
| -0.9% | -$17.4K | 0.06% | 203 |
|
|
2023
Q1 | $1.96M | Buy |
12,448
+507
| +4% | +$79.8K | 0.07% | 194 |
|
|
2022
Q4 | $1.89M | Buy |
11,941
+419
| +4% | +$66.4K | 0.07% | 194 |
|
|
2022
Q3 | $1.58M | Buy |
11,522
+291
| +3% | +$40K | 0.07% | 205 |
|
|
2022
Q2 | $1.44M | Buy |
11,231
+152
| +1% | +$19.5K | 0.06% | 213 |
|
|
2022
Q1 | $1.5M | Buy |
11,079
+424
| +4% | +$57.4K | 0.05% | 221 |
|
|
2021
Q4 | $1.45M | Sell |
10,655
-120
| -1% | -$16.3K | 0.05% | 227 |
|
|
2021
Q3 | $1.29M | Buy |
10,775
+205
| +2% | +$24.6K | 0.04% | 235 |
|
|
2021
Q2 | $1.37M | Buy |
10,570
+99
| +0.9% | +$12.8K | 0.05% | 243 |
|
|
2021
Q1 | $1.33M | Sell |
10,471
-224
| -2% | -$28.3K | 0.05% | 242 |
|
|
2020
Q4 | $1.24M | Sell |
10,695
-296
| -3% | -$34.2K | 0.06% | 193 |
|
|
2020
Q3 | $1.27M | Sell |
10,991
-147
| -1% | -$17K | 0.07% | 175 |
|
|
2020
Q2 | $1.18M | Buy |
11,138
+887
| +9% | +$93.9K | 0.07% | 182 |
|
|
2020
Q1 | $1.14M | Buy |
+10,251
| New | +$1.14M | 0.08% | 161 |
|