Bellevue Asset Management’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 | $11.8K | Hold |
119
| – | – | 0.01% | 273 |
|
|
2025
Q1 | $14.1K | Hold |
119
| – | – | 0.01% | 256 |
|
|
2024
Q4 | $13.1K | Buy |
119
+44
| +59% | +$4.85K | 0.01% | 264 |
|
|
2024
Q3 | $9.08K | Hold |
75
| – | – | ﹤0.01% | 273 |
|
|
2024
Q2 | $8.18K | Hold |
75
| – | – | ﹤0.01% | 277 |
|
|
2024
Q1 | $9.44K | Sell |
75
-50
| -40% | -$6.29K | 0.01% | 260 |
|
|
2023
Q4 | $15.8K | Hold |
125
| – | – | 0.01% | 239 |
|
|
2023
Q3 | $15.4K | Hold |
125
| – | – | 0.01% | 234 |
|
|
2023
Q2 | $18.5K | Hold |
125
| – | – | 0.01% | 230 |
|
|
2023
Q1 | $19.7K | Hold |
125
| – | – | 0.01% | 225 |
|
|
2022
Q4 | $19.7K | Hold |
125
| – | – | 0.02% | 230 |
|
|
2022
Q3 | $17K | Hold |
125
| – | – | 0.01% | 250 |
|
|
2022
Q2 | $16K | Hold |
125
| – | – | 0.01% | 258 |
|
|
2022
Q1 | $17K | Hold |
125
| – | – | 0.01% | 273 |
|
|
2021
Q4 | $17K | Hold |
125
| – | – | 0.01% | 285 |
|
|
2021
Q3 | $15K | Hold |
125
| – | – | 0.01% | 307 |
|
|
2021
Q2 | $16K | Hold |
125
| – | – | 0.01% | 300 |
|
|
2021
Q1 | $16K | Hold |
125
| – | – | 0.01% | 308 |
|
|
2020
Q4 | $15K | Hold |
125
| – | – | 0.01% | 313 |
|
|
2020
Q3 | $14K | Hold |
125
| – | – | 0.01% | 300 |
|
|
2020
Q2 | $13K | Hold |
125
| – | – | 0.01% | 309 |
|
|
2020
Q1 | $15K | Sell |
125
-200
| -62% | -$24K | 0.02% | 297 |
|
|
2019
Q4 | $34K | Buy |
+325
| New | +$34K | 0.03% | 201 |
|