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