Chelsea Counsel Company’s J.M. Smucker SJM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.8K | Hold |
130
| – | – | 0.01% | 171 |
|
|
2025
Q1 | $15.4K | Hold |
130
| – | – | 0.01% | 167 |
|
|
2024
Q4 | $14.3K | Hold |
130
| – | – | 0.01% | 164 |
|
|
2024
Q3 | $15.7K | Hold |
130
| – | – | 0.01% | 160 |
|
|
2024
Q2 | $14.2K | Hold |
130
| – | – | 0.01% | 158 |
|
|
2024
Q1 | $16.4K | Hold |
130
| – | – | 0.01% | 141 |
|
|
2023
Q4 | $16.4K | Hold |
130
| – | – | 0.01% | 141 |
|
|
2023
Q3 | $16K | Hold |
130
| – | – | 0.01% | 146 |
|
|
2023
Q2 | $19.2K | Hold |
130
| – | – | 0.01% | 142 |
|
|
2023
Q1 | $20.5K | Hold |
130
| – | – | 0.01% | 136 |
|
|
2022
Q4 | $20.6K | Buy |
+130
| New | +$20.6K | 0.01% | 139 |
|
|
2017
Q3 | – | Sell |
-1,855
| Closed | -$220K | – | 85 |
|
|
2017
Q2 | $220K | Sell |
1,855
-300
| -14% | -$35.6K | 0.11% | 75 |
|
|
2017
Q1 | $282K | Hold |
2,155
| – | – | 0.14% | 75 |
|
|
2016
Q4 | $276K | Hold |
2,155
| – | – | 0.15% | 79 |
|
|
2016
Q3 | $292K | Hold |
2,155
| – | – | 0.15% | 80 |
|
|
2016
Q2 | $328K | Hold |
2,155
| – | – | 0.15% | 79 |
|
|
2016
Q1 | $280K | Hold |
2,155
| – | – | 0.09% | 108 |
|
|
2015
Q4 | $266K | Sell |
2,155
-139
| -6% | -$17.2K | 0.08% | 121 |
|
|
2015
Q3 | $262K | Buy |
2,294
+67
| +3% | +$7.65K | 0.06% | 135 |
|
|
2015
Q2 | $241K | Hold |
2,227
| – | – | 0.05% | 140 |
|
|
2015
Q1 | $258K | Hold |
2,227
| – | – | 0.06% | 118 |
|
|
2014
Q4 | $225K | Hold |
2,227
| – | – | 0.05% | 125 |
|
|
2014
Q3 | $220K | Hold |
2,227
| – | – | 0.04% | 125 |
|
|
2014
Q2 | $237K | Hold |
2,227
| – | – | 0.05% | 115 |
|
|
2014
Q1 | $217K | Hold |
2,227
| – | – | 0.04% | 115 |
|
|
2013
Q4 | $231K | Hold |
2,227
| – | – | 0.05% | 100 |
|
|
2013
Q3 | $234K | Hold |
2,227
| – | – | 0.05% | 104 |
|
|
2013
Q2 | $230K | Buy |
+2,227
| New | +$230K | 0.06% | 92 |
|