Cutler Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $12K | Buy |
100
+61
| +156% | +$7.72K | 0.01% | 1212 |
|
|
2023
Q4 | $4K | Buy |
+39
| New | +$4.52K | ﹤0.01% | 2874 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 4863 |
|
|
2022
Q4 | – | Sell |
-17
| Closed | -$2.53K | – | 5337 |
|
|
2022
Q3 | $2K | Buy |
+17
| New | +$2.32K | ﹤0.01% | 4289 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 6505 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 5720 |
|
|
2020
Q3 | – | Sell |
-224
| Closed | -$23K | – | 5499 |
|
|
2020
Q2 | $23K | Buy |
+224
| New | +$25.2K | ﹤0.01% | 2280 |
|
|
2020
Q1 | – | Sell |
-2,324
| Closed | -$248K | – | 4885 |
|
|
2019
Q4 | $241K | Sell |
2,324
-9,000
| -79% | -$953K | 0.02% | 732 |
|
|
2019
Q3 | $1.25M | Buy |
11,324
+2,636
| +30% | +$294K | 0.15% | 149 |
|
|
2019
Q2 | $1M | Buy |
8,688
+8,146
| +1,503% | +$995K | 0.12% | 192 |
|
|
2019
Q1 | $63K | Sell |
542
-4,337
| -89% | -$453K | 0.01% | 1282 |
|
|
2018
Q4 | $456K | Buy |
4,879
+899
| +23% | +$93.9K | 0.06% | 353 |
|
|
2018
Q3 | $408K | Buy |
3,980
+2,118
| +114% | +$231K | 0.04% | 548 |
|
|
2018
Q2 | $200K | Buy |
1,862
+1,053
| +130% | +$118K | 0.02% | 778 |
|
|
2018
Q1 | $100K | Sell |
809
-114
| -12% | -$14.2K | 0.01% | 1179 |
|
|
2017
Q4 | $114K | Sell |
923
-2,104
| -70% | -$234K | 0.01% | 1291 |
|
|
2017
Q3 | $317K | Buy |
3,027
+1,343
| +80% | +$153K | 0.02% | 891 |
|
|
2017
Q2 | $199K | Sell |
1,684
-8,906
| -84% | -$1.13M | 0.01% | 1286 |
|
|
2017
Q1 | $1.39M | Buy |
+10,590
| New | +$1.44M | 0.07% | 276 |
|
|
2016
Q4 | – | Sell |
-2,604
| Closed | -$337K | – | 7493 |
|
|
2016
Q3 | $352K | Sell |
2,604
-114
| -4% | -$16.7K | 0.02% | 806 |
|
|
2016
Q2 | $414K | Buy |
2,718
+2,584
| +1,928% | +$344K | 0.03% | 688 |
|
|
2016
Q1 | $17K | Buy |
+134
| New | +$16.9K | ﹤0.01% | 3478 |
|
|
2015
Q4 | – | Hold |
0
| – | – | – | 6729 |
|
Other funds holding SJM
