Ethic Inc’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 | $4.07M | Sell |
42,581
-1,161
| -3% | -$111K | 0.07% | 280 |
|
|
2025
Q1 | $5.18M | Buy |
43,742
+3,513
| +9% | +$416K | 0.11% | 212 |
|
|
2024
Q4 | $4.43M | Buy |
40,229
+5,407
| +16% | +$595K | 0.09% | 227 |
|
|
2024
Q3 | $4.38M | Sell |
34,822
-812
| -2% | -$102K | 0.11% | 214 |
|
|
2024
Q2 | $3.89M | Buy |
35,634
+812
| +2% | +$88.5K | 0.09% | 237 |
|
|
2024
Q1 | $4.38M | Buy |
34,822
+24
| +0.1% | +$3.02K | 0.11% | 214 |
|
|
2023
Q4 | $4.4M | Buy |
34,798
+1,872
| +6% | +$237K | 0.13% | 191 |
|
|
2023
Q3 | $4.05M | Buy |
32,926
+4,935
| +18% | +$607K | 0.14% | 173 |
|
|
2023
Q2 | $4.13M | Sell |
27,991
-535
| -2% | -$79K | 0.15% | 163 |
|
|
2023
Q1 | $4.49M | Buy |
28,526
+2,866
| +11% | +$451K | 0.18% | 133 |
|
|
2022
Q4 | $4.07M | Buy |
25,660
+5,924
| +30% | +$939K | 0.22% | 121 |
|
|
2022
Q3 | $2.71M | Buy |
19,736
+2,560
| +15% | +$352K | 0.18% | 135 |
|
|
2022
Q2 | $2.2M | Buy |
17,176
+4,267
| +33% | +$546K | 0.15% | 168 |
|
|
2022
Q1 | $1.75M | Buy |
12,909
+3,297
| +34% | +$446K | 0.12% | 217 |
|
|
2021
Q4 | $1.31M | Buy |
9,612
+253
| +3% | +$34.4K | 0.1% | 233 |
|
|
2021
Q3 | $1.12M | Buy |
9,359
+958
| +11% | +$115K | 0.11% | 219 |
|
|
2021
Q2 | $1.09M | Buy |
8,401
+2,467
| +42% | +$319K | 0.13% | 198 |
|
|
2021
Q1 | $751K | Buy |
5,934
+1,868
| +46% | +$236K | 0.13% | 192 |
|
|
2020
Q4 | $470K | Buy |
4,066
+1,982
| +95% | +$229K | 0.12% | 224 |
|
|
2020
Q3 | $241K | Sell |
2,084
-870
| -29% | -$101K | 0.09% | 270 |
|
|
2020
Q2 | $313K | Buy |
2,954
+783
| +36% | +$83K | 0.18% | 159 |
|
|
2020
Q1 | $241K | Buy |
2,171
+59
| +3% | +$6.55K | 0.2% | 159 |
|
|
2019
Q4 | $220K | Buy |
+2,112
| New | +$220K | 0.16% | 198 |
|