Brown Brothers Harriman & Co’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 | $129K | Buy |
1,315
+792
| +151% | +$77.8K | ﹤0.01% | 737 |
|
2025
Q1 | $61.9K | Hold |
523
| – | – | ﹤0.01% | 792 |
|
2024
Q4 | $57.6K | Buy |
523
+93
| +22% | +$10.2K | ﹤0.01% | 853 |
|
2024
Q3 | $52.1K | Hold |
430
| – | – | ﹤0.01% | 807 |
|
2024
Q2 | $46.9K | Sell |
430
-347
| -45% | -$37.8K | ﹤0.01% | 773 |
|
2024
Q1 | $97.8K | Sell |
777
-734
| -49% | -$92.4K | ﹤0.01% | 649 |
|
2023
Q4 | $191K | Sell |
1,511
-564
| -27% | -$71.3K | ﹤0.01% | 497 |
|
2023
Q3 | $255K | Buy |
2,075
+995
| +92% | +$122K | ﹤0.01% | 443 |
|
2023
Q2 | $159K | Buy |
1,080
+181
| +20% | +$26.7K | ﹤0.01% | 516 |
|
2023
Q1 | $141K | Buy |
899
+300
| +50% | +$47.2K | ﹤0.01% | 542 |
|
2022
Q4 | $94.9K | Hold |
599
| – | – | ﹤0.01% | 605 |
|
2022
Q3 | $82K | Buy |
599
+5
| +0.8% | +$684 | ﹤0.01% | 638 |
|
2022
Q2 | $76K | Buy |
594
+158
| +36% | +$20.2K | ﹤0.01% | 630 |
|
2022
Q1 | $59K | Hold |
436
| – | – | ﹤0.01% | 738 |
|
2021
Q4 | $59 | Sell |
436
-39
| -8% | -$5 | ﹤0.01% | 683 |
|
2021
Q3 | $57 | Buy |
475
+39
| +9% | +$5 | ﹤0.01% | 659 |
|
2021
Q2 | $56 | Sell |
436
-200
| -31% | -$26 | ﹤0.01% | 649 |
|
2021
Q1 | $80 | Sell |
636
-665
| -51% | -$84 | ﹤0.01% | 560 |
|
2020
Q4 | $150K | Buy |
1,301
+852
| +190% | +$98.2K | ﹤0.01% | 486 |
|
2020
Q3 | $52K | Buy |
449
+430
| +2,263% | +$49.8K | ﹤0.01% | 573 |
|
2020
Q2 | $2K | Buy |
19
+4
| +27% | +$421 | ﹤0.01% | 908 |
|
2020
Q1 | $2K | Buy |
15
+5
| +50% | +$667 | ﹤0.01% | 945 |
|
2019
Q4 | $1K | Sell |
10
-96
| -91% | -$9.6K | ﹤0.01% | 1082 |
|
2019
Q3 | $12K | Sell |
106
-1,352
| -93% | -$153K | ﹤0.01% | 869 |
|
2019
Q2 | $168K | Sell |
1,458
-115
| -7% | -$13.3K | ﹤0.01% | 422 |
|
2019
Q1 | $183K | Buy |
1,573
+13
| +0.8% | +$1.51K | ﹤0.01% | 403 |
|
2018
Q4 | $146K | Buy |
1,560
+160
| +11% | +$15K | ﹤0.01% | 388 |
|
2018
Q3 | $144K | Sell |
1,400
-10
| -0.7% | -$1.03K | ﹤0.01% | 407 |
|
2018
Q2 | $152K | Buy |
1,410
+1,400
| +14,000% | +$151K | ﹤0.01% | 374 |
|
2018
Q1 | $1K | Sell |
10
-28
| -74% | -$2.8K | ﹤0.01% | 777 |
|
2017
Q4 | $5K | Buy |
+38
| New | +$5K | ﹤0.01% | 861 |
|
2017
Q2 | – | Sell |
-990
| Closed | -$130K | – | 808 |
|
2017
Q1 | $130K | Sell |
990
-58
| -6% | -$7.62K | ﹤0.01% | 385 |
|
2016
Q4 | $134K | Buy |
1,048
+916
| +694% | +$117K | ﹤0.01% | 353 |
|
2016
Q3 | $18K | Hold |
132
| – | – | ﹤0.01% | 563 |
|
2016
Q2 | $20K | Buy |
+132
| New | +$20K | ﹤0.01% | 556 |
|
2015
Q2 | – | Sell |
-44
| Closed | -$5K | – | 795 |
|
2015
Q1 | $5K | Hold |
44
| – | – | ﹤0.01% | 689 |
|
2014
Q4 | $4K | Buy |
+44
| New | +$4K | ﹤0.01% | 773 |
|
2014
Q3 | – | Sell |
-150
| Closed | -$16K | – | 804 |
|
2014
Q2 | $16K | Sell |
150
-124
| -45% | -$13.2K | ﹤0.01% | 632 |
|
2014
Q1 | $27K | Sell |
274
-361
| -57% | -$35.6K | ﹤0.01% | 572 |
|
2013
Q4 | $66K | Sell |
635
-211
| -25% | -$21.9K | ﹤0.01% | 426 |
|
2013
Q3 | $89K | Sell |
846
-131
| -13% | -$13.8K | ﹤0.01% | 407 |
|
2013
Q2 | $101K | Buy |
+977
| New | +$101K | ﹤0.01% | 464 |
|