Barrett & Company’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 | $56.3K | Buy |
573
+3
| +0.5% | +$295 | 0.02% | 281 |
|
|
2025
Q1 | $67.5K | Buy |
570
+2
| +0.4% | +$237 | 0.03% | 233 |
|
|
2024
Q4 | $62.5K | Buy |
568
+3
| +0.5% | +$330 | 0.03% | 242 |
|
|
2024
Q3 | $68.5K | Buy |
565
+2
| +0.4% | +$242 | 0.03% | 229 |
|
|
2024
Q2 | $61.4K | Sell |
563
-28
| -5% | -$3.05K | 0.03% | 244 |
|
|
2024
Q1 | $74.4K | Buy |
591
+3
| +0.5% | +$378 | 0.04% | 229 |
|
|
2023
Q4 | $74.4K | Buy |
588
+2
| +0.3% | +$253 | 0.04% | 217 |
|
|
2023
Q3 | $72K | Buy |
586
+2
| +0.3% | +$246 | 0.04% | 212 |
|
|
2023
Q2 | $86.3K | Buy |
584
+1
| +0.2% | +$148 | 0.05% | 199 |
|
|
2023
Q1 | $91.7K | Buy |
583
+2
| +0.3% | +$314 | 0.06% | 187 |
|
|
2022
Q4 | $92K | Hold |
581
| – | – | 0.06% | 175 |
|
|
2022
Q3 | $92K | Buy |
+581
| New | +$92K | 0.06% | 175 |
|