Coldstream Capital Management’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
Q2 | $257K | Sell |
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|
2025
Q1 | $314K | Sell |
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|
2024
Q4 | $2.16M | Buy |
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|
2024
Q3 | $2.36M | Buy |
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|
2024
Q2 | $1.88M | Buy |
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|
2024
Q1 | $2.03M | Buy |
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|
2023
Q4 | $1.86M | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $2.1M | Sell |
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|
2016
Q1 | $1.83M | Sell |
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|
2015
Q4 | $2.17M | Sell |
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|
2015
Q3 | $2.01M | Sell |
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|
2015
Q2 | $2.03M | Buy |
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|
2015
Q1 | $2.08M | Buy |
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|
2014
Q4 | $1.74M | Buy |
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