D.B. Root & Company’s J.M. Smucker SJM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $763K | Sell |
7,771
-824
| -10% | -$80.9K | 0.23% | 77 |
|
|
2025
Q1 | $1.02M | Sell |
8,595
-1,001
| -10% | -$119K | 0.33% | 54 |
|
|
2024
Q4 | $1.06M | Buy |
9,596
+289
| +3% | +$31.8K | 0.34% | 53 |
|
|
2024
Q3 | $1.13M | Buy |
9,307
+1,085
| +13% | +$131K | 0.37% | 51 |
|
|
2024
Q2 | $897K | Buy |
8,222
+449
| +6% | +$49K | 0.31% | 66 |
|
|
2024
Q1 | $978K | Sell |
7,773
-273
| -3% | -$34.4K | 0.33% | 79 |
|
|
2023
Q4 | $1.02M | Buy |
8,046
+776
| +11% | +$98.1K | 0.37% | 77 |
|
|
2023
Q3 | $894K | Buy |
7,270
+1,920
| +36% | +$236K | 0.35% | 83 |
|
|
2023
Q2 | $790K | Buy |
5,350
+2
| +0% | +$295 | 0.3% | 88 |
|
|
2023
Q1 | $842K | Buy |
5,348
+2,375
| +80% | +$374K | 0.33% | 85 |
|
|
2022
Q4 | $471K | Sell |
2,973
-150
| -5% | -$23.8K | 0.2% | 105 |
|
|
2022
Q3 | $429K | Sell |
3,123
-52
| -2% | -$7.14K | 0.2% | 110 |
|
|
2022
Q2 | $406K | Sell |
3,175
-3,112
| -49% | -$398K | 0.17% | 120 |
|
|
2022
Q1 | $851K | Buy |
6,287
+41
| +0.7% | +$5.55K | 0.32% | 79 |
|
|
2021
Q4 | $848K | Sell |
6,246
-87
| -1% | -$11.8K | 0.31% | 83 |
|
|
2021
Q3 | $760K | Buy |
6,333
+175
| +3% | +$21K | 0.3% | 90 |
|
|
2021
Q2 | $797K | Buy |
6,158
+269
| +5% | +$34.8K | 0.3% | 90 |
|
|
2021
Q1 | $745K | Buy |
5,889
+238
| +4% | +$30.1K | 0.29% | 90 |
|
|
2020
Q4 | $653K | Buy |
5,651
+491
| +10% | +$56.7K | 0.26% | 97 |
|
|
2020
Q3 | $596K | Buy |
5,160
+2,044
| +66% | +$236K | 0.24% | 113 |
|
|
2020
Q2 | $329K | Buy |
3,116
+118
| +4% | +$12.5K | 0.14% | 164 |
|
|
2020
Q1 | $332K | Buy |
2,998
+73
| +2% | +$8.08K | 0.17% | 144 |
|
|
2019
Q4 | $304K | Sell |
2,925
-102
| -3% | -$10.6K | 0.13% | 166 |
|
|
2019
Q3 | $333K | Buy |
3,027
+100
| +3% | +$11K | 0.16% | 159 |
|
|
2019
Q2 | $337K | Buy |
2,927
+52
| +2% | +$5.99K | 0.15% | 158 |
|
|
2019
Q1 | $335K | Buy |
2,875
+620
| +27% | +$72.2K | 0.14% | 163 |
|
|
2018
Q4 | $211K | Buy |
2,255
+79
| +4% | +$7.39K | 0.11% | 178 |
|
|
2018
Q3 | $223K | Buy |
2,176
+205
| +10% | +$21K | 0.1% | 194 |
|
|
2018
Q2 | $212K | Buy |
+1,971
| New | +$212K | 0.1% | 195 |
|