Coastline Trust’s J.M. Smucker SJM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $136K | Hold |
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|
2025
Q2 | $123K | Hold |
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|
2025
Q1 | $148K | Sell |
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|
2024
Q4 | $162K | Sell |
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|
2024
Q3 | $269K | Hold |
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|
2024
Q2 | $242K | Hold |
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|
2024
Q1 | $279K | Sell |
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|
2023
Q4 | $324K | Hold |
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|
2023
Q3 | $315K | Hold |
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|
2023
Q2 | $378K | Sell |
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|
2023
Q1 | $426K | Hold |
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|
2022
Q4 | $429K | Hold |
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|
2022
Q3 | $372K | Hold |
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|
2022
Q2 | $347K | Hold |
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|
2022
Q1 | $367K | Hold |
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|
2021
Q4 | $368K | Hold |
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|
2021
Q3 | $325K | Hold |
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|
2021
Q2 | $351K | Sell |
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|
2021
Q1 | $350K | Sell |
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|
2020
Q4 | $324K | Buy |
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|
2020
Q3 | $304K | Buy |
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|
2020
Q2 | $236K | Buy |
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|
2020
Q1 | $228K | Buy |
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|
2019
Q4 | $204K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $214K | Hold |
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|
2019
Q1 | $217K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $318K | Hold |
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|
2018
Q1 | $368K | Buy |
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|
2017
Q4 | $322K | Sell |
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|
2017
Q3 | $282K | Buy |
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|
2017
Q2 | $305K | Sell |
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|
2017
Q1 | $340K | Sell |
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|
2016
Q4 | $339K | Hold |
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|
2016
Q3 | $359K | Sell |
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|
2016
Q2 | $412K | Sell |
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|
2016
Q1 | $368K | Sell |
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|
2015
Q4 | $474K | Buy |
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|
2015
Q3 | $432K | Hold |
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|
2015
Q2 | $411K | Sell |
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|
2015
Q1 | $445K | Buy |
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|
2014
Q4 | $271K | Buy |
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