Colonial Trust Advisors’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 | $177K | Hold |
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|
2025
Q1 | $213K | Sell |
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|
2024
Q4 | $231K | Hold |
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|
2024
Q3 | $254K | Sell |
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|
2024
Q2 | $234K | Sell |
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|
2024
Q1 | $271K | Sell |
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|
2023
Q4 | $285K | Hold |
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|
2023
Q3 | $277K | Buy |
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|
2023
Q2 | $333K | Hold |
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|
2023
Q1 | $355K | Hold |
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|
2022
Q4 | $357K | Sell |
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|
2022
Q3 | $312K | Buy |
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|
2022
Q2 | $276K | Hold |
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|
2022
Q1 | $292K | Sell |
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|
2021
Q4 | $306K | Hold |
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|
2021
Q3 | $270K | Sell |
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|
2021
Q2 | $304K | Hold |
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|
2021
Q1 | $297K | Hold |
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|
2020
Q4 | $272K | Hold |
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|
2020
Q3 | $271K | Sell |
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|
2020
Q2 | $280K | Buy |
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|
2020
Q1 | $239K | Hold |
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|
2019
Q4 | $224K | Hold |
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|
2019
Q3 | $237K | Sell |
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|
2019
Q2 | $250K | Buy |
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|
2019
Q1 | $250K | Hold |
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|
2018
Q4 | $201K | Hold |
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|
2018
Q3 | $221K | Sell |
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|
2018
Q2 | $242K | Hold |
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|
2018
Q1 | $279K | Sell |
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|
2017
Q4 | $302K | Buy |
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|
2017
Q3 | $236K | Hold |
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|
2017
Q2 | $266K | Buy |
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|
2017
Q1 | $219K | Hold |
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|
2016
Q4 | $224K | Hold |
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|
2016
Q3 | $237K | Hold |
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|
2016
Q2 | $267K | Hold |
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|
2016
Q1 | $227K | Hold |
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|
2015
Q4 | $216K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $203K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $219K | Hold |
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|
2013
Q4 | $233K | Hold |
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|
2013
Q3 | $236K | Hold |
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|
2013
Q2 | $232K | Buy |
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