CIBC Private Wealth Group’s J.M. Smucker SJM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$447K Sell
4,549
-308
-6% -$30.2K ﹤0.01% 863
2025
Q1
$535K Sell
4,857
-123
-2% -$13.6K ﹤0.01% 788
2024
Q4
$525K Sell
4,980
-76
-2% -$8.01K ﹤0.01% 851
2024
Q3
$612K Buy
5,056
+1,426
+39% +$173K ﹤0.01% 809
2024
Q2
$399K Buy
3,630
+176
+5% +$19.3K ﹤0.01% 885
2024
Q1
$431K Sell
3,454
-117
-3% -$14.6K ﹤0.01% 871
2023
Q4
$451K Sell
3,571
-974
-21% -$123K ﹤0.01% 823
2023
Q3
$559K Buy
+4,545
New +$559K ﹤0.01% 722
2023
Q2
Sell
-1,723
Closed -$271K 924
2023
Q1
$271K Buy
+1,723
New +$271K ﹤0.01% 796
2022
Q3
Sell
-1,082
Closed -$139K 1152
2022
Q2
$139K Sell
1,082
-21
-2% -$2.7K ﹤0.01% 904
2022
Q1
$149K Buy
+1,103
New +$149K ﹤0.01% 978
2020
Q4
Sell
-5,834
Closed -$617K 1000
2020
Q3
$617K Sell
5,834
-4,515
-44% -$478K ﹤0.01% 650
2020
Q2
$1.1M Sell
10,349
-5,926
-36% -$627K 0.01% 449
2020
Q1
$1.81M Buy
16,275
+5,453
+50% +$605K 0.01% 429
2019
Q4
$1.13M Sell
10,822
-1,716
-14% -$179K ﹤0.01% 557
2019
Q3
$1.38M Sell
12,538
-127
-1% -$14K ﹤0.01% 514
2019
Q2
$1.46M Sell
12,665
-189
-1% -$21.8K 0.01% 515
2019
Q1
$1.5M Hold
12,854
0.01% 513
2018
Q4
$1.2M Sell
12,854
-3,186
-20% -$298K 0.01% 534
2018
Q3
$1.65M Sell
16,040
-4,906
-23% -$503K 0.01% 559
2018
Q2
$2.25M Buy
20,946
+8,014
+62% +$862K 0.01% 471
2018
Q1
$1.6M Buy
12,932
+11,334
+709% +$1.4M 0.01% 549
2017
Q4
$199K Buy
+1,598
New +$199K ﹤0.01% 928