Cutler Group’s J.M. Smucker SJM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | $12K | Buy |
100
+61
| +156% | +$7.32K | ﹤0.01% | 600 |
|
2023
Q4 | $4K | Buy |
+39
| New | +$4K | ﹤0.01% | 1122 |
|
2023
Q1 | – | Hold |
0
| – | – | – | 2104 |
|
2022
Q4 | – | Sell |
-17
| Closed | -$2K | – | 2287 |
|
2022
Q3 | $2K | Buy |
+17
| New | +$2K | ﹤0.01% | 1750 |
|
2021
Q1 | – | Hold |
0
| – | – | – | 2590 |
|
2020
Q4 | – | Hold |
0
| – | – | – | 2313 |
|
2020
Q3 | – | Sell |
-224
| Closed | -$23K | – | 2214 |
|
2020
Q2 | $23K | Buy |
+224
| New | +$23K | ﹤0.01% | 1052 |
|
2020
Q1 | – | Sell |
-2,324
| Closed | -$241K | – | 1988 |
|
2019
Q4 | $241K | Sell |
2,324
-9,000
| -79% | -$933K | 0.01% | 459 |
|
2019
Q3 | $1.25M | Buy |
11,324
+2,636
| +30% | +$290K | 0.11% | 113 |
|
2019
Q2 | $1M | Buy |
8,688
+8,146
| +1,503% | +$938K | 0.09% | 151 |
|
2019
Q1 | $63K | Sell |
542
-4,337
| -89% | -$504K | 0.01% | 763 |
|
2018
Q4 | $456K | Buy |
4,879
+899
| +23% | +$84K | 0.04% | 247 |
|
2018
Q3 | $408K | Buy |
3,980
+2,118
| +114% | +$217K | 0.03% | 396 |
|
2018
Q2 | $200K | Buy |
1,862
+1,053
| +130% | +$113K | 0.02% | 510 |
|
2018
Q1 | $100K | Sell |
809
-114
| -12% | -$14.1K | 0.01% | 727 |
|
2017
Q4 | $114K | Sell |
923
-2,104
| -70% | -$260K | ﹤0.01% | 795 |
|
2017
Q3 | $317K | Buy |
3,027
+1,343
| +80% | +$141K | 0.01% | 587 |
|
2017
Q2 | $199K | Sell |
1,684
-8,906
| -84% | -$1.05M | 0.01% | 867 |
|
2017
Q1 | $1.39M | Buy |
+10,590
| New | +$1.39M | 0.06% | 217 |
|
2016
Q4 | – | Sell |
-2,604
| Closed | -$352K | – | 3350 |
|
2016
Q3 | $352K | Sell |
2,604
-114
| -4% | -$15.4K | 0.02% | 513 |
|
2016
Q2 | $414K | Buy |
2,718
+2,584
| +1,928% | +$394K | 0.02% | 444 |
|
2016
Q1 | $17K | Buy |
+134
| New | +$17K | ﹤0.01% | 1812 |
|
2015
Q4 | – | Hold |
0
| – | – | – | 3245 |
|