Burney Company’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
Q3 | $552K | Sell |
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|
2025
Q2 | $511K | Sell |
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|
2025
Q1 | $668K | Buy |
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|
2024
Q4 | $620K | Buy |
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|
2024
Q3 | $666K | Sell |
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|
2024
Q2 | $604K | Sell |
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|
2024
Q1 | $722K | Sell |
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|
2023
Q4 | $750K | Buy |
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|
2023
Q3 | $711K | Sell |
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|
2023
Q2 | $860K | Hold |
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|
2023
Q1 | $917K | Buy |
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|
2022
Q4 | $919K | Sell |
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|
2022
Q3 | $819K | Buy |
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|
2022
Q2 | $759K | Buy |
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|
2022
Q1 | $780K | Buy |
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|
2021
Q4 | $755K | Buy |
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|
2021
Q3 | $622K | Buy |
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|
2021
Q2 | $436K | Buy |
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|
2021
Q1 | $392K | Buy |
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|
2020
Q4 | $241K | Buy |
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|
2020
Q3 | $234K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $260K | Buy |
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|
2016
Q1 | $212K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $210K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $651K | Sell |
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|
2013
Q3 | $713K | Sell |
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|
2013
Q2 | $731K | Buy |
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