Charles D. Hyman’s J.M. Smucker SJM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $338K | Hold |
3,099
| – | – | 0.02% | 192 |
|
|
2024
Q1 | $390K | Hold |
3,099
| – | – | 0.02% | 185 |
|
|
2023
Q4 | $392K | Buy |
3,099
+49
| +2% | +$6.2K | 0.02% | 183 |
|
|
2023
Q3 | $375K | Sell |
3,050
-5
| -0.2% | -$615 | 0.02% | 177 |
|
|
2023
Q2 | $451K | Hold |
3,055
| – | – | 0.03% | 172 |
|
|
2023
Q1 | $481K | Hold |
3,055
| – | – | 0.03% | 166 |
|
|
2022
Q4 | $484K | Buy |
3,055
+5
| +0.2% | +$792 | 0.03% | 159 |
|
|
2022
Q3 | $419K | Hold |
3,050
| – | – | 0.03% | 160 |
|
|
2022
Q2 | $390K | Sell |
3,050
-400
| -12% | -$51.1K | 0.03% | 170 |
|
|
2022
Q1 | $467K | Buy |
+3,450
| New | +$467K | 0.03% | 170 |
|
|
2021
Q2 | – | Sell |
-1,850
| Closed | -$234K | – | 236 |
|
|
2021
Q1 | $234K | Hold |
1,850
| – | – | 0.02% | 220 |
|
|
2020
Q4 | $214K | Sell |
1,850
-600
| -24% | -$69.4K | 0.02% | 225 |
|
|
2020
Q3 | $283K | Hold |
2,450
| – | – | 0.03% | 185 |
|
|
2020
Q2 | $259K | Hold |
2,450
| – | – | 0.03% | 189 |
|
|
2020
Q1 | $272K | Sell |
2,450
-72
| -3% | -$7.99K | 0.03% | 155 |
|
|
2019
Q4 | $263K | Buy |
2,522
+72
| +3% | +$7.51K | 0.03% | 180 |
|
|
2019
Q3 | $270K | Hold |
2,450
| – | – | 0.03% | 160 |
|
|
2019
Q2 | $282K | Hold |
2,450
| – | – | 0.03% | 159 |
|
|
2019
Q1 | $285K | Hold |
2,450
| – | – | 0.03% | 161 |
|
|
2018
Q4 | $229K | Hold |
2,450
| – | – | 0.03% | 152 |
|
|
2018
Q3 | $251K | Sell |
2,450
-300
| -11% | -$30.7K | 0.03% | 158 |
|
|
2018
Q2 | $296K | Sell |
2,750
-200
| -7% | -$21.5K | 0.03% | 143 |
|
|
2018
Q1 | $366K | Hold |
2,950
| – | – | 0.04% | 130 |
|
|
2017
Q4 | $367K | Hold |
2,950
| – | – | 0.04% | 127 |
|
|
2017
Q3 | $310K | Hold |
2,950
| – | – | 0.04% | 122 |
|
|
2017
Q2 | $349K | Buy |
2,950
+200
| +7% | +$23.7K | 0.04% | 116 |
|
|
2017
Q1 | $360K | Buy |
2,750
+326
| +13% | +$42.7K | 0.05% | 117 |
|
|
2016
Q4 | $310K | Buy |
2,424
+64
| +3% | +$8.19K | 0.04% | 121 |
|
|
2016
Q3 | $320K | Hold |
2,360
| – | – | 0.05% | 119 |
|
|
2016
Q2 | $360K | Hold |
2,360
| – | – | 0.05% | 119 |
|
|
2016
Q1 | $306K | Buy |
2,360
+300
| +15% | +$38.9K | 0.05% | 121 |
|
|
2015
Q4 | $254K | Hold |
2,060
| – | – | 0.04% | 129 |
|
|
2015
Q3 | $235K | Hold |
2,060
| – | – | 0.04% | 128 |
|
|
2015
Q2 | $223K | Hold |
2,060
| – | – | 0.04% | 134 |
|
|
2015
Q1 | $238K | Hold |
2,060
| – | – | 0.04% | 129 |
|
|
2014
Q4 | $208K | Hold |
2,060
| – | – | 0.03% | 138 |
|
|
2014
Q3 | $204K | Sell |
2,060
-212
| -9% | -$21K | 0.03% | 137 |
|
|
2014
Q2 | $242K | Hold |
2,272
| – | – | 0.04% | 130 |
|
|
2014
Q1 | $221K | Hold |
2,272
| – | – | 0.04% | 133 |
|
|
2013
Q4 | $235K | Sell |
2,272
-1
| -0% | -$103 | 0.04% | 127 |
|
|
2013
Q3 | $239K | Hold |
2,273
| – | – | 0.05% | 122 |
|
|
2013
Q2 | $234K | Buy |
+2,273
| New | +$234K | 0.05% | 122 |
|