Caldwell Trust’s J.M. Smucker SJM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $51.6K | Hold |
525
|
|
||||
|
2025
Q1 | $62.2K | Hold |
525
|
|
||||
|
2024
Q4 | $57.8K | Hold |
525
|
|
||||
|
2024
Q3 | $63.6K | Sell |
525
-253
|
|
||||
|
2024
Q2 | $84.8K | Sell |
778
-76
|
|
||||
|
2024
Q1 | $107K | Sell |
854
-253
|
|
||||
|
2023
Q4 | $140K | Hold |
1,107
|
|
||||
|
2023
Q3 | $136K | Hold |
1,107
|
|
||||
|
2023
Q2 | $163K | Hold |
1,107
|
|
||||
|
2023
Q1 | $174K | Hold |
1,107
|
|
||||
|
2022
Q4 | $175K | Hold |
1,107
|
|
||||
|
2022
Q3 | $152K | Hold |
1,107
|
|
||||
|
2022
Q2 | $142K | Hold |
1,107
|
|
||||
|
2022
Q1 | $150K | Hold |
1,107
|
|
||||
|
2021
Q4 | $150K | Buy |
1,107
+253
|
|
||||
|
2021
Q3 | $103K | Hold |
854
|
|
||||
|
2021
Q2 | $111K | Hold |
854
|
|
||||
|
2021
Q1 | $108K | Buy |
854
+253
|
|
||||
|
2020
Q4 | $69.5K | Buy |
601
+142
|
|
||||
|
2020
Q3 | $53K | Hold |
459
|
|
||||
|
2020
Q2 | $48.6K | Sell |
459
-50
|
|
||||
|
2020
Q1 | $56.5K | Sell |
509
-34
|
|
||||
|
2019
Q4 | $56.5K | Buy |
+543
|
|