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 |
|