Bank of Montreal’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 | $17.1M | Sell |
174,430
-50,538
| -22% | -$4.96M | 0.01% | 714 |
|
|
2025
Q1 | $26.6M | Sell |
224,968
-18,277
| -8% | -$2.16M | 0.01% | 564 |
|
|
2024
Q4 | $26.8M | Sell |
243,245
-489,099
| -67% | -$53.9M | 0.01% | 585 |
|
|
2024
Q3 | $88.7M | Sell |
732,344
-72,685
| -9% | -$8.81M | 0.04% | 308 |
|
|
2024
Q2 | $90.2M | Buy |
805,029
+543,803
| +208% | +$60.9M | 0.03% | 292 |
|
|
2024
Q1 | $32.9M | Sell |
261,226
-13,325
| -5% | -$1.68M | 0.01% | 533 |
|
|
2023
Q4 | $34.7M | Buy |
274,551
+70,218
| +34% | +$8.88M | 0.01% | 526 |
|
|
2023
Q3 | $30.7M | Sell |
204,333
-1,000
| -0.5% | -$150K | 0.01% | 525 |
|
|
2023
Q2 | $31.4M | Buy |
205,333
+19,269
| +10% | +$2.95M | 0.01% | 512 |
|
|
2023
Q1 | $29.3M | Sell |
186,064
-17,367
| -9% | -$2.74M | 0.01% | 497 |
|
|
2022
Q4 | $32.5M | Sell |
203,431
-50,651
| -20% | -$8.09M | 0.01% | 469 |
|
|
2022
Q3 | $35.4K | Buy |
254,082
+67,545
| +36% | +$9.41K | 0.02% | 426 |
|
|
2022
Q2 | $24K | Sell |
186,537
-15,437
| -8% | -$1.99K | 0.01% | 583 |
|
|
2022
Q1 | $27.2M | Sell |
201,974
-33,906
| -14% | -$4.57M | 0.01% | 570 |
|
|
2021
Q4 | $31.9M | Sell |
235,880
-30,667
| -12% | -$4.15M | 0.02% | 567 |
|
|
2021
Q3 | $32.6M | Sell |
266,547
-63,258
| -19% | -$7.74M | 0.01% | 642 |
|
|
2021
Q2 | $43.1M | Buy |
329,805
+63,876
| +24% | +$8.36M | 0.02% | 538 |
|
|
2021
Q1 | $34.1M | Sell |
265,929
-35,559
| -12% | -$4.56M | 0.02% | 479 |
|
|
2020
Q4 | $34.4M | Buy |
301,488
+62,749
| +26% | +$7.16M | 0.02% | 481 |
|
|
2020
Q3 | $28.1M | Sell |
238,739
-2,359
| -1% | -$277K | 0.02% | 454 |
|
|
2020
Q2 | $24.9M | Buy |
241,098
+78,126
| +48% | +$8.08M | 0.02% | 480 |
|
|
2020
Q1 | $18M | Sell |
162,972
-36,812
| -18% | -$4.06M | 0.02% | 495 |
|
|
2019
Q4 | $20.8M | Buy |
199,784
+46,663
| +30% | +$4.86M | 0.02% | 618 |
|
|
2019
Q3 | $16.8M | Buy |
153,121
+38,469
| +34% | +$4.23M | 0.01% | 622 |
|
|
2019
Q2 | $13.2M | Sell |
114,652
-133
| -0.1% | -$15.3K | 0.01% | 718 |
|
|
2019
Q1 | $13.4M | Sell |
114,785
-197,510
| -63% | -$23M | 0.01% | 691 |
|
|
2018
Q4 | $29.2M | Sell |
312,295
-642,735
| -67% | -$60.1M | 0.03% | 438 |
|
|
2018
Q3 | $98M | Sell |
955,030
-110,412
| -10% | -$11.3M | 0.08% | 224 |
|
|
2018
Q2 | $115M | Buy |
1,065,442
+143,357
| +16% | +$15.4M | 0.09% | 189 |
|
|
2018
Q1 | $114M | Buy |
922,085
+344,652
| +60% | +$42.7M | 0.1% | 198 |
|
|
2017
Q4 | $71.7M | Buy |
577,433
+475,823
| +468% | +$59.1M | 0.06% | 273 |
|
|
2017
Q3 | $10.7M | Sell |
101,610
-43,403
| -30% | -$4.55M | 0.01% | 799 |
|
|
2017
Q2 | $17.2M | Buy |
145,013
+45,576
| +46% | +$5.39M | 0.02% | 612 |
|
|
2017
Q1 | $13M | Buy |
99,437
+14,125
| +17% | +$1.85M | 0.01% | 685 |
|
|
2016
Q4 | $10.7M | Sell |
85,312
-31,583
| -27% | -$3.98M | 0.01% | 731 |
|
|
2016
Q3 | $15.8M | Buy |
116,895
+5,827
| +5% | +$790K | 0.02% | 597 |
|
|
2016
Q2 | $16.9M | Buy |
111,068
+6,004
| +6% | +$915K | 0.02% | 568 |
|
|
2016
Q1 | $13.6M | Buy |
105,064
+20,186
| +24% | +$2.62M | 0.01% | 587 |
|
|
2015
Q4 | $10.5M | Buy |
84,878
+36,746
| +76% | +$4.53M | 0.01% | 686 |
|
|
2015
Q3 | $5.49M | Buy |
48,132
+2,177
| +5% | +$248K | 0.01% | 889 |
|
|
2015
Q2 | $4.98M | Buy |
45,955
+3,024
| +7% | +$328K | 0.01% | 992 |
|
|
2015
Q1 | $4.97M | Sell |
42,931
-2,140
| -5% | -$248K | 0.01% | 980 |
|
|
2014
Q4 | $4.55M | Buy |
45,071
+8,146
| +22% | +$823K | 0.01% | 947 |
|
|
2014
Q3 | $3.66M | Buy |
36,925
+1,752
| +5% | +$173K | ﹤0.01% | 1016 |
|
|
2014
Q2 | $3.75M | Buy |
35,173
+8,129
| +30% | +$867K | ﹤0.01% | 1001 |
|
|
2014
Q1 | $2.63M | Buy |
27,044
+2,094
| +8% | +$204K | ﹤0.01% | 979 |
|
|
2013
Q4 | $2.59M | Buy |
24,950
+1,327
| +6% | +$138K | ﹤0.01% | 951 |
|
|
2013
Q3 | $2.48M | Sell |
23,623
-13,400
| -36% | -$1.41M | ﹤0.01% | 915 |
|
|
2013
Q2 | $3.82M | Buy |
+37,023
| New | +$3.82M | 0.01% | 750 |
|