Brave Asset 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
Q2 | – | Sell |
-1,995
| Closed | -$236K | – | 180 |
|
|
2025
Q1 | $236K | Sell |
1,995
-710
| -26% | -$76.7K | 0.07% | 121 |
|
|
2024
Q4 | $298K | Sell |
2,705
-120
| -4% | -$13.8K | 0.09% | 102 |
|
|
2024
Q3 | $342K | Sell |
2,825
-239
| -8% | -$28.2K | 0.08% | 97 |
|
|
2024
Q2 | $334K | Sell |
3,064
-347
| -10% | -$39.3K | 0.09% | 92 |
|
|
2024
Q1 | $429K | Buy |
3,411
+347
| +11% | +$43.9K | 0.11% | 84 |
|
|
2023
Q4 | $387K | Hold |
3,064
| – | – | 0.11% | 87 |
|
|
2023
Q3 | $377K | Hold |
3,064
| – | – | 0.12% | 78 |
|
|
2023
Q2 | $452K | Hold |
3,064
| – | – | 0.13% | 72 |
|
|
2023
Q1 | $482K | Sell |
3,064
-235
| -7% | -$35.7K | 0.15% | 66 |
|
|
2022
Q4 | $523K | Hold |
3,299
| – | – | 0.18% | 64 |
|
|
2022
Q3 | $453K | Hold |
3,299
| – | – | 0.23% | 67 |
|
|
2022
Q2 | $422K | Hold |
3,299
| – | – | 0.19% | 70 |
|
|
2022
Q1 | $447K | Hold |
3,299
| – | – | 0.15% | 74 |
|
|
2021
Q4 | $448K | Sell |
3,299
-308
| -9% | -$39.3K | 0.12% | 79 |
|
|
2021
Q3 | $433K | Hold |
3,607
| – | – | 0.13% | 77 |
|
|
2021
Q2 | $467K | Hold |
3,607
| – | – | 0.14% | 78 |
|
|
2021
Q1 | $456K | Sell |
3,607
-353
| -9% | -$41.7K | 0.15% | 74 |
|
|
2020
Q4 | $458K | Sell |
3,960
-265
| -6% | -$30.8K | 0.17% | 67 |
|
|
2020
Q3 | $488K | Hold |
4,225
| – | – | 0.23% | 55 |
|
|
2020
Q2 | $447K | Hold |
4,225
| – | – | 0.23% | 56 |
|
|
2020
Q1 | $469K | Sell |
4,225
-300
| -7% | -$32.1K | 0.29% | 50 |
|
|
2019
Q4 | $471K | Hold |
4,525
| – | – | 0.24% | 69 |
|
|
2019
Q3 | $498K | Hold |
4,525
| – | – | 0.29% | 67 |
|
|
2019
Q2 | $521K | Sell |
4,525
-1,025
| -18% | -$125K | 0.29% | 67 |
|
|
2019
Q1 | $647K | Hold |
5,550
| – | – | 0.36% | 62 |
|
|
2018
Q4 | $519K | Sell |
5,550
-200
| -3% | -$20.9K | 0.35% | 63 |
|
|
2018
Q3 | $590K | Hold |
5,750
| – | – | 0.3% | 69 |
|
|
2018
Q2 | $618K | Sell |
5,750
-1,775
| -24% | -$199K | 0.36% | 70 |
|
|
2018
Q1 | $933K | Hold |
7,525
| – | – | 0.56% | 54 |
|
|
2017
Q4 | $935K | Sell |
7,525
-300
| -4% | -$33.3K | 0.49% | 59 |
|
|
2017
Q3 | $821K | Sell |
7,825
-1,700
| -18% | -$194K | 0.43% | 65 |
|
|
2017
Q2 | $1.13M | Sell |
9,525
-650
| -6% | -$82.1K | 0.6% | 51 |
|
|
2017
Q1 | $1.33M | Sell |
10,175
-725
| -7% | -$98.5K | 0.78% | 34 |
|
|
2016
Q4 | $1.4M | Hold |
10,900
| – | – | 0.89% | 30 |
|
|
2016
Q3 | $1.48M | Sell |
10,900
-155
| -1% | -$22.8K | 0.95% | 29 |
|
|
2016
Q2 | $1.69M | Hold |
11,055
| – | – | 1.13% | 24 |
|
|
2016
Q1 | $1.44M | Sell |
11,055
-875
| -7% | -$110K | 1.01% | 28 |
|
|
2015
Q4 | $1.47M | Hold |
11,930
| – | – | 0.99% | 24 |
|
|
2015
Q3 | $1.36M | Hold |
11,930
| – | – | 1.04% | 26 |
|
|
2015
Q2 | $1.29M | Hold |
11,930
| – | – | 0.9% | 34 |
|
|
2015
Q1 | $1.38M | Buy |
11,930
+700
| +6% | +$76.7K | 0.97% | 29 |
|
|
2014
Q4 | $1.13M | Sell |
11,230
-800
| -7% | -$81K | 0.81% | 36 |
|
|
2014
Q3 | $1.19M | Hold |
12,030
| – | – | 0.89% | 32 |
|
|
2014
Q2 | $1.28M | Hold |
12,030
| – | – | 0.9% | 35 |
|
|
2014
Q1 | $1.17M | Hold |
12,030
| – | – | 0.93% | 33 |
|
|
2013
Q4 | $1.25M | Buy |
+12,030
| New | +$1.28M | 1% | 29 |
|
Other funds holding SJM
