Bartlett & Co Wealth Management’s J.M. Smucker SJM Stock Holding History

Bartlett & Co Wealth Management’s Portfolio SJM Stock Details SJM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$474K	Buy	4,822 +200	+4%	+$19.6K	0.01%	340
2025 Q1	$547K	Sell	4,622 -673	-13%	-$79.7K	0.01%	319
2024 Q4	$583K	Sell	5,295 -165	-3%	-$18.2K	0.01%	307
2024 Q3	$661K	Sell	5,460 -230	-4%	-$27.9K	0.01%	300
2024 Q2	$620K	Sell	5,690 -3,165	-36%	-$345K	0.01%	296
2024 Q1	$1.11M	Sell	8,855 -3,433	-28%	-$432K	0.02%	253
2023 Q4	$1.55M	Sell	12,288 -2,082	-14%	-$262K	0.03%	229
2023 Q3	$1.77M	Sell	14,370 -2,157	-13%	-$265K	0.03%	205
2023 Q2	$2.44M	Buy	16,527 +7,895	+91%	+$1.17M	0.04%	178
2023 Q1	$1.36M	Buy	8,632 +58	+0.7%	+$9.13K	0.03%	203
2022 Q4	$1.36M	Buy	8,574 +160	+2%	+$25.4K	0.03%	205
2022 Q3	$1.16M	Sell	8,414 -137	-2%	-$18.8K	0.02%	207
2022 Q2	$1.09M	Buy	8,551 +341	+4%	+$43.7K	0.02%	212
2022 Q1	$1.11M	Sell	8,210 -395	-5%	-$53.5K	0.02%	220
2021 Q4	$1.17M	Buy	8,605 +1,397	+19%	+$190K	0.02%	224
2021 Q3	$865K	Sell	7,208 -7,113	-50%	-$854K	0.02%	217
2021 Q2	$1.86M	Sell	14,321 -8,553	-37%	-$1.11M	0.04%	175
2021 Q1	$2.89M	Sell	22,874 -38,699	-63%	-$4.9M	0.06%	149
2020 Q4	$7.12M	Sell	61,573 -754	-1%	-$87.2K	0.15%	109
2020 Q3	$7.2M	Buy	62,327 +1,204	+2%	+$139K	0.17%	105
2020 Q2	$6.47M	Buy	61,123 +1,518	+3%	+$161K	0.17%	107
2020 Q1	$6.62M	Sell	59,605 -1,531	-3%	-$170K	0.2%	100
2019 Q4	$6.37M	Sell	61,136 -11,991	-16%	-$1.25M	0.16%	110
2019 Q3	$8.05M	Buy	73,127 +2,557	+4%	+$281K	0.21%	102
2019 Q2	$8.13M	Sell	70,570 -3,270	-4%	-$377K	0.3%	70
2019 Q1	$8.6M	Buy	73,840 +4,804	+7%	+$560K	0.33%	70
2018 Q4	$6.45M	Sell	69,036 -14,438	-17%	-$1.35M	0.27%	75
2018 Q3	$8.57M	Sell	83,474 -12,772	-13%	-$1.31M	0.32%	70
2018 Q2	$10.3M	Sell	96,246 -4,533	-4%	-$487K	0.42%	65
2018 Q1	$12.5M	Buy	+100,779	New	+$12.5M	0.52%	61