Edmond de Rothschild Holding’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 | $1.96K | Hold |
20
| – | – | ﹤0.01% | 560 |
|
2025
Q1 | $2.37K | Hold |
20
| – | – | ﹤0.01% | 572 |
|
2024
Q4 | $2.2K | Hold |
20
| – | – | ﹤0.01% | 607 |
|
2024
Q3 | $2.42K | Hold |
20
| – | – | ﹤0.01% | 620 |
|
2024
Q2 | $2.18K | Hold |
20
| – | – | ﹤0.01% | 657 |
|
2024
Q1 | $2.52K | Hold |
20
| – | – | ﹤0.01% | 655 |
|
2023
Q4 | $2.53K | Hold |
20
| – | – | ﹤0.01% | 672 |
|
2023
Q3 | $2.46K | Hold |
20
| – | – | ﹤0.01% | 688 |
|
2023
Q2 | $2.95K | Hold |
20
| – | – | ﹤0.01% | 703 |
|
2023
Q1 | $3.15K | Hold |
20
| – | – | ﹤0.01% | 711 |
|
2022
Q4 | $3.17K | Hold |
20
| – | – | ﹤0.01% | 770 |
|
2022
Q3 | $3K | Buy |
+20
| New | +$3K | ﹤0.01% | 809 |
|
2022
Q2 | – | Sell |
-20
| Closed | -$3K | – | 843 |
|
2022
Q1 | $3K | Hold |
20
| – | – | ﹤0.01% | 802 |
|
2021
Q4 | $3K | Hold |
20
| – | – | ﹤0.01% | 810 |
|
2021
Q3 | $2K | Hold |
20
| – | – | ﹤0.01% | 819 |
|
2021
Q2 | $3K | Hold |
20
| – | – | ﹤0.01% | 782 |
|
2021
Q1 | $3K | Hold |
20
| – | – | ﹤0.01% | 716 |
|
2020
Q4 | $2K | Hold |
20
| – | – | ﹤0.01% | 634 |
|
2020
Q3 | $2K | Hold |
20
| – | – | ﹤0.01% | 604 |
|
2020
Q2 | $2K | Hold |
20
| – | – | ﹤0.01% | 599 |
|
2020
Q1 | $2K | Hold |
20
| – | – | ﹤0.01% | 570 |
|
2019
Q4 | $2K | Hold |
20
| – | – | ﹤0.01% | 567 |
|
2019
Q3 | $2K | Hold |
20
| – | – | ﹤0.01% | 571 |
|
2019
Q2 | $2K | Hold |
20
| – | – | ﹤0.01% | 569 |
|
2019
Q1 | $2K | Hold |
20
| – | – | ﹤0.01% | 600 |
|
2018
Q4 | $2K | Hold |
20
| – | – | ﹤0.01% | 655 |
|
2018
Q3 | $2K | Hold |
20
| – | – | ﹤0.01% | 717 |
|
2018
Q2 | $2K | Hold |
20
| – | – | ﹤0.01% | 720 |
|
2018
Q1 | $2K | Hold |
20
| – | – | ﹤0.01% | 743 |
|
2017
Q4 | $2K | Sell |
20
-900
| -98% | -$90K | ﹤0.01% | 753 |
|
2017
Q3 | $96K | Sell |
920
-100
| -10% | -$10.4K | ﹤0.01% | 584 |
|
2017
Q2 | $120K | Hold |
1,020
| – | – | ﹤0.01% | 522 |
|
2017
Q1 | $134K | Hold |
1,020
| – | – | ﹤0.01% | 514 |
|
2016
Q4 | $131K | Buy |
1,020
+20
| +2% | +$2.57K | ﹤0.01% | 526 |
|
2016
Q3 | $136K | Buy |
+1,000
| New | +$136K | ﹤0.01% | 537 |
|