Bristlecone Advisors’s J.M. Smucker SJM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,019
| Closed | -$220K | – | 371 |
|
|
2024
Q2 | $220K | Sell |
2,019
-112
| -5% | -$12.2K | 0.02% | 262 |
|
|
2024
Q1 | $268K | Sell |
2,131
-1,040
| -33% | -$131K | 0.02% | 246 |
|
|
2023
Q4 | $401K | Sell |
3,171
-6,413
| -67% | -$810K | 0.04% | 197 |
|
|
2023
Q3 | $1.18M | Buy |
9,584
+1,340
| +16% | +$165K | 0.13% | 118 |
|
|
2023
Q2 | $1.22M | Sell |
8,244
-680
| -8% | -$100K | 0.12% | 120 |
|
|
2023
Q1 | $1.4M | Sell |
8,924
-1,750
| -16% | -$275K | 0.15% | 113 |
|
|
2022
Q4 | $1.69M | Buy |
10,674
+271
| +3% | +$42.9K | 0.21% | 99 |
|
|
2022
Q3 | $1.43M | Buy |
10,403
+1,155
| +12% | +$159K | 0.19% | 99 |
|
|
2022
Q2 | $1.18M | Buy |
9,248
+1,287
| +16% | +$165K | 0.15% | 110 |
|
|
2022
Q1 | $1.08M | Buy |
+7,961
| New | +$1.08M | 0.13% | 119 |
|