Envestnet Asset Management’s J.M. Smucker SJM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.34M | Sell |
44,215
-595
| -1% | -$58.4K | ﹤0.01% | 2282 |
|
|
2025
Q1 | $5.31M | Buy |
44,810
+16,312
| +57% | +$1.93M | ﹤0.01% | 2083 |
|
|
2024
Q4 | $3.14M | Sell |
28,498
-30,693
| -52% | -$3.38M | ﹤0.01% | 2404 |
|
|
2024
Q3 | $7.17M | Buy |
59,191
+8,449
| +17% | +$1.02M | ﹤0.01% | 1868 |
|
|
2024
Q2 | $5.53M | Buy |
50,742
+2,411
| +5% | +$263K | ﹤0.01% | 1957 |
|
|
2024
Q1 | $6.08M | Buy |
48,331
+1,837
| +4% | +$231K | ﹤0.01% | 1843 |
|
|
2023
Q4 | $5.88M | Sell |
46,494
-92,048
| -66% | -$11.6M | ﹤0.01% | 1776 |
|
|
2023
Q3 | $17M | Sell |
138,542
-12,195
| -8% | -$1.5M | 0.01% | 1061 |
|
|
2023
Q2 | $22.3M | Sell |
150,737
-704,066
| -82% | -$104M | 0.01% | 876 |
|
|
2023
Q1 | $22M | Buy |
854,803
+679,200
| +387% | +$17.5M | 0.01% | 831 |
|
|
2022
Q4 | $27.8M | Sell |
175,603
-117,360
| -40% | -$18.6M | 0.01% | 695 |
|
|
2022
Q3 | $40.3M | Buy |
292,963
+13,444
| +5% | +$1.85M | 0.02% | 502 |
|
|
2022
Q2 | $35.8M | Buy |
279,519
+83,185
| +42% | +$10.6M | 0.02% | 540 |
|
|
2022
Q1 | $26.6M | Sell |
196,334
-2,604
| -1% | -$353K | 0.01% | 719 |
|
|
2021
Q4 | $27M | Buy |
198,938
+11,221
| +6% | +$1.52M | 0.01% | 717 |
|
|
2021
Q3 | $22.5M | Sell |
187,717
-5,321
| -3% | -$639K | 0.01% | 742 |
|
|
2021
Q2 | $25M | Sell |
193,038
-1,993
| -1% | -$258K | 0.01% | 695 |
|
|
2021
Q1 | $24.7M | Buy |
195,031
+110,901
| +132% | +$14M | 0.02% | 644 |
|
|
2020
Q4 | $9.73M | Buy |
84,130
+4,338
| +5% | +$501K | 0.01% | 932 |
|
|
2020
Q3 | $9.22M | Buy |
79,792
+12,821
| +19% | +$1.48M | 0.01% | 851 |
|
|
2020
Q2 | $7.09M | Buy |
66,971
+16,293
| +32% | +$1.72M | 0.01% | 948 |
|
|
2020
Q1 | $5.63M | Sell |
50,678
-39,205
| -44% | -$4.35M | 0.01% | 931 |
|
|
2019
Q4 | $9.36M | Sell |
89,883
-2,722
| -3% | -$283K | 0.01% | 828 |
|
|
2019
Q3 | $10.2M | Sell |
92,605
-13,841
| -13% | -$1.52M | 0.01% | 731 |
|
|
2019
Q2 | $12.3M | Buy |
106,446
+23,007
| +28% | +$2.65M | 0.02% | 636 |
|
|
2019
Q1 | $9.72M | Buy |
83,439
+2,648
| +3% | +$309K | 0.01% | 701 |
|
|
2018
Q4 | $7.55M | Buy |
80,791
+35,891
| +80% | +$3.36M | 0.01% | 714 |
|
|
2018
Q3 | $4.61M | Sell |
44,900
-15,887
| -26% | -$1.63M | 0.01% | 443 |
|
|
2018
Q2 | $6.53M | Buy |
60,787
+45,652
| +302% | +$4.91M | 0.01% | 419 |
|
|
2018
Q1 | $1.88M | Sell |
15,135
-11,611
| -43% | -$1.44M | 0.01% | 730 |
|
|
2017
Q4 | $3.32M | Sell |
26,746
-1,456
| -5% | -$181K | 0.01% | 743 |
|
|
2017
Q3 | $2.96M | Sell |
28,202
-80,271
| -74% | -$8.42M | 0.01% | 753 |
|
|
2017
Q2 | $12.8M | Buy |
108,473
+5,392
| +5% | +$638K | 0.04% | 313 |
|
|
2017
Q1 | $13.5M | Buy |
103,081
+3,618
| +4% | +$474K | 0.04% | 281 |
|
|
2016
Q4 | $12.7M | Buy |
99,463
+16,024
| +19% | +$2.05M | 0.05% | 283 |
|
|
2016
Q3 | $11.3M | Sell |
83,439
-19,591
| -19% | -$2.66M | 0.04% | 307 |
|
|
2016
Q2 | $15.7M | Buy |
103,030
+9,316
| +10% | +$1.42M | 0.06% | 271 |
|
|
2016
Q1 | $12.2M | Buy |
93,714
+4,188
| +5% | +$544K | 0.05% | 299 |
|
|
2015
Q4 | $11M | Buy |
89,526
+32,061
| +56% | +$3.95M | 0.05% | 317 |
|
|
2015
Q3 | $6.56M | Buy |
57,465
+11,586
| +25% | +$1.32M | 0.03% | 456 |
|
|
2015
Q2 | $4.97M | Buy |
45,879
+11,893
| +35% | +$1.29M | 0.02% | 602 |
|
|
2015
Q1 | $3.93M | Buy |
33,986
+22,612
| +199% | +$2.62M | 0.02% | 657 |
|
|
2014
Q4 | $1.15M | Buy |
11,374
+3,052
| +37% | +$308K | 0.01% | 501 |
|
|
2014
Q3 | $824K | Buy |
8,322
+3,039
| +58% | +$301K | 0.01% | 633 |
|
|
2014
Q2 | $563K | Buy |
5,283
+3,368
| +176% | +$359K | 0.01% | 723 |
|
|
2014
Q1 | $186K | Buy |
1,915
+621
| +48% | +$60.3K | ﹤0.01% | 921 |
|
|
2013
Q4 | $134K | Sell |
1,294
-61
| -5% | -$6.32K | ﹤0.01% | 927 |
|
|
2013
Q3 | $142K | Buy |
1,355
+1,110
| +453% | +$116K | ﹤0.01% | 878 |
|
|
2013
Q2 | $25K | Buy |
+245
| New | +$25K | ﹤0.01% | 1369 |
|