CAPTRUST Financial Advisors’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 | $6.21M | Sell |
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|
2025
Q2 | $6.03M | Buy |
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|
2025
Q1 | $6.45M | Sell |
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|
2024
Q4 | $6.47M | Buy |
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|
2024
Q3 | $6.9M | Buy |
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|
2024
Q2 | $6.18M | Buy |
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|
2024
Q1 | $5.85M | Sell |
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|
2023
Q4 | $6.17M | Buy |
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|
2023
Q3 | $5.1M | Sell |
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|
2023
Q2 | $6.53M | Buy |
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|
2023
Q1 | $6.6M | Sell |
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|
2022
Q4 | $6.79M | Buy |
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|
2022
Q3 | $5.69M | Buy |
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|
2022
Q2 | $4.07M | Buy |
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|
2022
Q1 | $3.99M | Sell |
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|
2021
Q4 | $4.07M | Buy |
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|
2021
Q3 | $3.5M | Buy |
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|
2021
Q2 | $1.48M | Sell |
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|
2021
Q1 | $1.53M | Buy |
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|
2020
Q4 | $1.24M | Buy |
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|
2020
Q3 | $1.17M | Sell |
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|
2020
Q2 | $1.26M | Buy |
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|
2020
Q1 | $1.23M | Sell |
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|
2019
Q4 | $1.26M | Buy |
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|
2019
Q3 | $540K | Buy |
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|
2019
Q2 | $565K | Sell |
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|
2019
Q1 | $833K | Buy |
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|
2018
Q4 | $561K | Buy |
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|
2018
Q3 | $556K | Sell |
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|
2018
Q2 | $1.01M | Buy |
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|
2018
Q1 | $1.05M | Buy |
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|
2017
Q4 | $929K | Buy |
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|
2017
Q3 | $864K | Buy |
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|
2017
Q2 | $778K | Buy |
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