CANC
Culbertson A N & Co’s J.M. Smucker SJM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $741K | Sell |
7,542
-1,845
| -20% | -$181K | 0.11% | 99 |
|
|
2025
Q1 | $1.11M | Sell |
9,387
-1,085
| -10% | -$128K | 0.18% | 87 |
|
|
2024
Q4 | $1.15M | Sell |
10,472
-678
| -6% | -$74.7K | 0.18% | 87 |
|
|
2024
Q3 | $1.35M | Sell |
11,150
-213
| -2% | -$25.8K | 0.22% | 84 |
|
|
2024
Q2 | $1.24M | Sell |
11,363
-1,510
| -12% | -$165K | 0.22% | 83 |
|
|
2024
Q1 | $1.62M | Buy |
12,873
+334
| +3% | +$42K | 0.28% | 75 |
|
|
2023
Q4 | $1.58M | Buy |
12,539
+960
| +8% | +$121K | 0.29% | 72 |
|
|
2023
Q3 | $1.42M | Buy |
11,579
+44
| +0.4% | +$5.41K | 0.29% | 70 |
|
|
2023
Q2 | $1.7M | Buy |
11,535
+53
| +0.5% | +$7.83K | 0.33% | 66 |
|
|
2023
Q1 | $1.81M | Sell |
11,482
-240
| -2% | -$37.8K | 0.37% | 67 |
|
|
2022
Q4 | $1.86M | Hold |
11,722
| – | – | 0.39% | 63 |
|
|
2022
Q3 | $1.61M | Buy |
11,722
+290
| +3% | +$39.8K | 0.37% | 64 |
|
|
2022
Q2 | $1.46M | Buy |
11,432
+330
| +3% | +$42.2K | 0.32% | 72 |
|
|
2022
Q1 | $1.5M | Sell |
11,102
-120
| -1% | -$16.2K | 0.28% | 76 |
|
|
2021
Q4 | $1.52M | Buy |
11,222
+418
| +4% | +$56.8K | 0.29% | 77 |
|
|
2021
Q3 | $1.3M | Buy |
10,804
+1,100
| +11% | +$132K | 0.27% | 80 |
|
|
2021
Q2 | $1.26M | Hold |
9,704
| – | – | 0.26% | 78 |
|
|
2021
Q1 | $1.23M | Buy |
9,704
+610
| +7% | +$77.2K | 0.27% | 78 |
|
|
2020
Q4 | $1.05M | Buy |
9,094
+590
| +7% | +$68.2K | 0.25% | 80 |
|
|
2020
Q3 | $982K | Buy |
8,504
+25
| +0.3% | +$2.89K | 0.26% | 77 |
|
|
2020
Q2 | $897K | Hold |
8,479
| – | – | 0.25% | 80 |
|
|
2020
Q1 | $941K | Sell |
8,479
-1,401
| -14% | -$155K | 0.3% | 74 |
|
|
2019
Q4 | $1.03M | Sell |
9,880
-1,421
| -13% | -$148K | 0.27% | 78 |
|
|
2019
Q3 | $1.24M | Sell |
11,301
-500
| -4% | -$55K | 0.34% | 71 |
|
|
2019
Q2 | $1.36M | Buy |
11,801
+10
| +0.1% | +$1.15K | 0.38% | 70 |
|
|
2019
Q1 | $1.37M | Sell |
11,791
-410
| -3% | -$47.8K | 0.4% | 71 |
|
|
2018
Q4 | $1.14M | Sell |
12,201
-1,653
| -12% | -$155K | 0.36% | 70 |
|
|
2018
Q3 | $1.42M | Sell |
13,854
-1,000
| -7% | -$103K | 0.39% | 65 |
|
|
2018
Q2 | $1.6M | Sell |
14,854
-80
| -0.5% | -$8.6K | 0.47% | 61 |
|
|
2018
Q1 | $1.85M | Buy |
14,934
+40
| +0.3% | +$4.96K | 0.55% | 58 |
|
|
2017
Q4 | $1.85M | Buy |
14,894
+300
| +2% | +$37.3K | 0.52% | 61 |
|
|
2017
Q3 | $1.53M | Buy |
14,594
+310
| +2% | +$32.5K | 0.47% | 63 |
|
|
2017
Q2 | $1.69M | Buy |
14,284
+580
| +4% | +$68.6K | 0.54% | 58 |
|
|
2017
Q1 | $1.8M | Buy |
13,704
+265
| +2% | +$34.7K | 0.58% | 52 |
|
|
2016
Q4 | $1.72M | Sell |
13,439
-195
| -1% | -$25K | 0.59% | 52 |
|
|
2016
Q3 | $1.85M | Buy |
13,634
+75
| +0.6% | +$10.2K | 0.66% | 47 |
|
|
2016
Q2 | $2.07M | Buy |
13,559
+1,180
| +10% | +$180K | 0.76% | 43 |
|
|
2016
Q1 | $1.61M | Sell |
12,379
-335
| -3% | -$43.5K | 0.62% | 48 |
|
|
2015
Q4 | $1.57M | Hold |
12,714
| – | – | 0.62% | 51 |
|
|
2015
Q3 | $1.45M | Sell |
12,714
-230
| -2% | -$26.2K | 0.61% | 52 |
|
|
2015
Q2 | $1.4M | Hold |
12,944
| – | – | 0.55% | 56 |
|
|
2015
Q1 | $1.5M | Buy |
12,944
+470
| +4% | +$54.4K | 0.6% | 52 |
|
|
2014
Q4 | $1.26M | Sell |
12,474
-375
| -3% | -$37.9K | 0.52% | 53 |
|
|
2014
Q3 | $1.27M | Hold |
12,849
| – | – | 0.55% | 54 |
|
|
2014
Q2 | $1.37M | Sell |
12,849
-532
| -4% | -$56.7K | 0.6% | 55 |
|
|
2014
Q1 | $1.3M | Buy |
13,381
+5
| +0% | +$486 | 0.61% | 54 |
|
|
2013
Q4 | $1.39M | Sell |
13,376
-230
| -2% | -$23.8K | 0.67% | 54 |
|
|
2013
Q3 | $1.43M | Sell |
13,606
-175
| -1% | -$18.4K | 0.77% | 51 |
|
|
2013
Q2 | $1.42M | Buy |
+13,781
| New | +$1.42M | 0.8% | 50 |
|