CRB
Chad R. Baker’s J.M. Smucker SJM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,700
| Closed | -$214K | – | 54 |
|
|
2024
Q1 | $214K | Hold |
1,700
| – | – | 0.05% | 53 |
|
|
2023
Q4 | $215K | Hold |
1,700
| – | – | 0.05% | 52 |
|
|
2023
Q3 | $209K | Hold |
1,700
| – | – | 0.05% | 53 |
|
|
2023
Q2 | $251K | Hold |
1,700
| – | – | 0.06% | 52 |
|
|
2023
Q1 | $268K | Hold |
1,700
| – | – | 0.07% | 50 |
|
|
2022
Q4 | $269K | Hold |
1,700
| – | – | 0.08% | 48 |
|
|
2022
Q3 | $234K | Hold |
1,700
| – | – | 0.07% | 50 |
|
|
2022
Q2 | $218K | Hold |
1,700
| – | – | 0.06% | 50 |
|
|
2022
Q1 | $230K | Hold |
1,700
| – | – | 0.05% | 51 |
|
|
2021
Q4 | $231K | Hold |
1,700
| – | – | 0.05% | 50 |
|
|
2021
Q3 | $204K | Hold |
1,700
| – | – | 0.05% | 51 |
|
|
2021
Q2 | $220K | Hold |
1,700
| – | – | 0.05% | 51 |
|
|
2021
Q1 | $215K | Buy |
+1,700
| New | +$215K | 0.05% | 53 |
|
|
2020
Q1 | – | Sell |
-2,125
| Closed | -$221K | – | 62 |
|
|
2019
Q4 | $221K | Hold |
2,125
| – | – | 0.07% | 57 |
|
|
2019
Q3 | $234K | Hold |
2,125
| – | – | 0.08% | 56 |
|
|
2019
Q2 | $245K | Hold |
2,125
| – | – | 0.09% | 56 |
|
|
2019
Q1 | $248K | Sell |
2,125
-21,525
| -91% | -$2.51M | 0.09% | 54 |
|
|
2018
Q4 | $2.21M | Sell |
23,650
-16,000
| -40% | -$1.5M | 0.95% | 39 |
|
|
2018
Q3 | $4.07M | Hold |
39,650
| – | – | 1.48% | 31 |
|
|
2018
Q2 | $4.26M | Hold |
39,650
| – | – | 1.7% | 29 |
|
|
2018
Q1 | $4.92M | Buy |
39,650
+1,325
| +3% | +$164K | 1.94% | 19 |
|
|
2017
Q4 | $4.76M | Hold |
38,325
| – | – | 1.88% | 19 |
|
|
2017
Q3 | $4.02M | Hold |
38,325
| – | – | 1.58% | 26 |
|
|
2017
Q2 | $4.54M | Hold |
38,325
| – | – | 1.8% | 25 |
|
|
2017
Q1 | $5.02M | Buy |
+38,325
| New | +$5.02M | 2.04% | 21 |
|