Beese Fulmer Investment Management’s J.M. Smucker SJM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.51M | Buy |
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|
2025
Q2 | $1.36M | Buy |
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|
2025
Q1 | $1.58M | Sell |
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|
2024
Q4 | $1.52M | Sell |
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|
2024
Q3 | $1.76M | Sell |
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|
2024
Q2 | $1.74M | Sell |
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|
2024
Q1 | $2.07M | Sell |
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|
2023
Q4 | $2.26M | Sell |
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|
2023
Q3 | $2.25M | Sell |
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|
2023
Q2 | $2.85M | Sell |
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|
2023
Q1 | $3.18M | Buy |
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|
2022
Q4 | $3.19M | Sell |
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|
2022
Q3 | $2.88M | Sell |
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|
2022
Q2 | $2.73M | Sell |
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|
2022
Q1 | $2.99M | Sell |
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|
2021
Q4 | $3.29M | Sell |
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|
2021
Q3 | $2.94M | Sell |
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|
2021
Q2 | $3.28M | Sell |
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|
2021
Q1 | $3.23M | Sell |
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|
2020
Q4 | $2.97M | Buy |
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|
2020
Q3 | $2.96M | Sell |
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|
2020
Q2 | $2.73M | Sell |
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|
2020
Q1 | $2.94M | Sell |
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|
2019
Q4 | $2.85M | Buy |
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|
2019
Q3 | $3M | Buy |
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|
2019
Q2 | $603K | Sell |
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|
2019
Q1 | $622K | Hold |
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|
2018
Q4 | $499K | Hold |
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|
2018
Q3 | $548K | Sell |
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|
2018
Q2 | $627K | Sell |
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|
2018
Q1 | $928K | Sell |
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|
2017
Q4 | $950K | Hold |
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|
2017
Q3 | $802K | Sell |
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|
2017
Q2 | $917K | Sell |
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|
2017
Q1 | $1.04M | Hold |
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|
2016
Q4 | $1.01M | Sell |
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|
2016
Q3 | $1.11M | Buy |
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|
2016
Q2 | $1.02M | Buy |
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|
2016
Q1 | $853K | Buy |
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|
2015
Q4 | $786K | Hold |
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|
2015
Q3 | $727K | Buy |
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|
2015
Q2 | $680K | Sell |
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|
2015
Q1 | $737K | Hold |
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|
2014
Q4 | $643K | Hold |
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|
2014
Q3 | $631K | Hold |
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|
2014
Q2 | $679K | Buy |
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|
2014
Q1 | $612K | Hold |
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|
2013
Q4 | $652K | Hold |
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|
2013
Q3 | $661K | Buy |
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|
2013
Q2 | $572K | Buy |
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