Banque Pictet & Cie’s J.M. Smucker SJM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,495
| Closed | -$315K | – | 351 |
|
|
2023
Q4 | $315K | Buy |
+2,495
| New | +$315K | ﹤0.01% | 279 |
|
|
2023
Q3 | – | Sell |
-2,639
| Closed | -$390K | – | 506 |
|
|
2023
Q2 | $390K | Sell |
2,639
-15,967
| -86% | -$2.36M | ﹤0.01% | 424 |
|
|
2023
Q1 | $2.93M | Buy |
18,606
+6,601
| +55% | +$1.04M | 0.03% | 225 |
|
|
2022
Q4 | $1.9M | Buy |
12,005
+2,611
| +28% | +$414K | 0.02% | 293 |
|
|
2022
Q3 | $1.29M | Sell |
9,394
-7,618
| -45% | -$1.05M | 0.01% | 357 |
|
|
2022
Q2 | $2.18K | Sell |
17,012
-2,035
| -11% | -$261 | 0.02% | 287 |
|
|
2022
Q1 | $2.58M | Buy |
19,047
+323
| +2% | +$43.7K | 0.02% | 281 |
|
|
2021
Q4 | $2.54M | Buy |
+18,724
| New | +$2.54M | 0.02% | 296 |
|