Birch Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-100
| Closed | -$10.9K | – | 87 |
|
|
2024
Q2 | $10.9K | Hold |
100
| – | – | 0.01% | 73 |
|
|
2024
Q1 | $12.6K | Hold |
100
| – | – | 0.01% | 75 |
|
|
2023
Q4 | $12.6K | Hold |
100
| – | – | 0.01% | 75 |
|
|
2023
Q3 | $12.3K | Hold |
100
| – | – | 0.01% | 77 |
|
|
2023
Q2 | $14.8K | Hold |
100
| – | – | 0.01% | 81 |
|
|
2023
Q1 | $15.7K | Hold |
100
| – | – | 0.01% | 83 |
|
|
2022
Q4 | $15.8K | Hold |
100
| – | – | 0.01% | 86 |
|
|
2022
Q3 | $13.7K | Hold |
100
| – | – | 0.01% | 87 |
|
|
2022
Q2 | $12.8K | Hold |
100
| – | – | 0.01% | 95 |
|
|
2022
Q1 | $14K | Hold |
100
| – | – | 0.01% | 83 |
|
|
2021
Q4 | $14K | Hold |
100
| – | – | 0.01% | 82 |
|
|
2021
Q3 | $12K | Hold |
100
| – | – | 0.01% | 79 |
|
|
2021
Q2 | $13K | Hold |
100
| – | – | 0.01% | 78 |
|
|
2021
Q1 | $13K | Hold |
100
| – | – | 0.01% | 78 |
|
|
2020
Q4 | $12K | Hold |
100
| – | – | 0.01% | 77 |
|
|
2020
Q3 | $12K | Hold |
100
| – | – | 0.01% | 81 |
|
|
2020
Q2 | $11K | Hold |
100
| – | – | 0.01% | 79 |
|
|
2020
Q1 | $11K | Hold |
100
| – | – | 0.01% | 82 |
|
|
2019
Q4 | $10K | Buy |
+100
| New | +$10K | 0.01% | 78 |
|