Dynamic Technology Lab’s J.M. Smucker SJM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-14,221
| Closed | -$1.57M | – | 1319 |
|
|
2024
Q4 | $1.57M | Buy |
+14,221
| New | +$1.57M | 0.25% | 83 |
|
|
2024
Q3 | – | Sell |
-25,114
| Closed | -$2.74M | – | 1318 |
|
|
2024
Q2 | $2.74M | Buy |
25,114
+21,530
| +601% | +$2.35M | 0.31% | 58 |
|
|
2024
Q1 | $451K | Buy |
+3,584
| New | +$451K | 0.05% | 642 |
|
|
2023
Q4 | – | Sell |
-4,687
| Closed | -$576K | – | 1365 |
|
|
2023
Q3 | $576K | Sell |
4,687
-8,837
| -65% | -$1.09M | 0.06% | 445 |
|
|
2023
Q2 | $2M | Buy |
13,524
+1,464
| +12% | +$216K | 0.25% | 99 |
|
|
2023
Q1 | $1.9M | Buy |
+12,060
| New | +$1.9M | 0.18% | 164 |
|
|
2022
Q1 | – | Sell |
-7,323
| Closed | -$995K | – | 1475 |
|
|
2021
Q4 | $995K | Buy |
+7,323
| New | +$995K | 0.11% | 305 |
|
|
2020
Q3 | – | Sell |
-11,111
| Closed | -$1.18M | – | 1314 |
|
|
2020
Q2 | $1.18M | Buy |
+11,111
| New | +$1.18M | 0.18% | 160 |
|
|
2019
Q1 | – | Sell |
-7,798
| Closed | -$729K | – | 1307 |
|
|
2018
Q4 | $729K | Buy |
+7,798
| New | +$729K | 0.13% | 264 |
|
|
2018
Q3 | – | Sell |
-12,610
| Closed | -$1.36M | – | 1315 |
|
|
2018
Q2 | $1.36M | Buy |
+12,610
| New | +$1.36M | 0.2% | 122 |
|
|
2017
Q4 | – | Sell |
-7,978
| Closed | -$837K | – | 1305 |
|
|
2017
Q3 | $837K | Sell |
7,978
-503
| -6% | -$52.8K | 0.14% | 224 |
|
|
2017
Q2 | $1M | Buy |
8,481
+4,042
| +91% | +$478K | 0.19% | 107 |
|
|
2017
Q1 | $582K | Sell |
4,439
-143
| -3% | -$18.7K | 0.14% | 235 |
|
|
2016
Q4 | $587K | Buy |
+4,582
| New | +$587K | 0.16% | 189 |
|
|
2016
Q2 | – | Sell |
-4,521
| Closed | -$587K | – | 1133 |
|
|
2016
Q1 | $587K | Sell |
4,521
-2,715
| -38% | -$353K | 0.16% | 192 |
|
|
2015
Q4 | $892K | Buy |
7,236
+76
| +1% | +$9.37K | 0.27% | 31 |
|
|
2015
Q3 | $817K | Buy |
+7,160
| New | +$817K | 0.28% | 39 |
|
|
2014
Q4 | – | Sell |
-4,045
| Closed | -$400K | – | 848 |
|
|
2014
Q3 | $400K | Buy |
+4,045
| New | +$400K | 0.19% | 166 |
|
|
2013
Q4 | – | Sell |
-4,197
| Closed | -$441K | – | 686 |
|
|
2013
Q3 | $441K | Buy |
+4,197
| New | +$441K | 0.35% | 49 |
|