Capital Analysts LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
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|
2023
Q3 | $4K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $1K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $13K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $34K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $16K | Sell |
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|
2018
Q3 | $37K | Sell |
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|
2018
Q2 | $41K | Hold |
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|
2018
Q1 | $47K | Sell |
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|
2017
Q4 | $57K | Sell |
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|
2017
Q3 | $73K | Hold |
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|
2017
Q2 | $82K | Sell |
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|
2017
Q1 | $822K | Buy |
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|
2016
Q4 | $729K | Buy |
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|
2016
Q3 | $738K | Sell |
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|
2016
Q2 | $851K | Sell |
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|
2016
Q1 | $737K | Buy |
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|
2015
Q4 | $117K | Hold |
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|
2015
Q3 | $108K | Buy |
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|
2015
Q2 | $81K | Hold |
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|
2015
Q1 | $86.5K | Hold |
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|
2014
Q4 | $75.4K | Buy |
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|
2014
Q3 | $68.5K | Buy |
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|
2014
Q2 | $39.2K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $1.09M | Buy |
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|
2013
Q2 | $1.04M | Buy |
|