First Horizon Advisors’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 | $49.2K | Buy |
501
+26
| +5% | +$2.55K | ﹤0.01% | 1014 |
|
2025
Q1 | $56.3K | Sell |
475
-140
| -23% | -$16.6K | ﹤0.01% | 882 |
|
2024
Q4 | $67.8K | Sell |
615
-487
| -44% | -$53.7K | ﹤0.01% | 827 |
|
2024
Q3 | $134K | Buy |
1,102
+254
| +30% | +$30.8K | ﹤0.01% | 637 |
|
2024
Q2 | $92.5K | Buy |
848
+56
| +7% | +$6.11K | ﹤0.01% | 710 |
|
2024
Q1 | $99.7K | Buy |
792
+243
| +44% | +$30.6K | ﹤0.01% | 693 |
|
2023
Q4 | $69.4K | Buy |
549
+14
| +3% | +$1.77K | ﹤0.01% | 789 |
|
2023
Q3 | $65.8K | Buy |
535
+338
| +172% | +$41.6K | ﹤0.01% | 749 |
|
2023
Q2 | $29.1K | Buy |
197
+3
| +2% | +$443 | ﹤0.01% | 1118 |
|
2023
Q1 | $30.6K | Sell |
194
-76
| -28% | -$12K | ﹤0.01% | 1110 |
|
2022
Q4 | $42.8K | Sell |
270
-2
| -0.7% | -$317 | ﹤0.01% | 921 |
|
2022
Q3 | $36K | Buy |
272
+118
| +77% | +$15.6K | ﹤0.01% | 977 |
|
2022
Q2 | $19K | Buy |
154
+90
| +141% | +$11.1K | ﹤0.01% | 1319 |
|
2022
Q1 | $9K | Sell |
64
-99
| -61% | -$13.9K | ﹤0.01% | 1144 |
|
2021
Q4 | $22K | Sell |
163
-1
| -0.6% | -$135 | ﹤0.01% | 1244 |
|
2021
Q3 | $20K | Buy |
164
+75
| +84% | +$9.15K | ﹤0.01% | 1288 |
|
2021
Q2 | $11K | Buy |
89
+76
| +585% | +$9.39K | ﹤0.01% | 1325 |
|
2021
Q1 | $2K | Hold |
13
| – | – | ﹤0.01% | 1697 |
|
2020
Q4 | $2K | Buy |
+13
| New | +$2K | ﹤0.01% | 1333 |
|
2019
Q1 | – | Sell |
-145
| Closed | -$14K | – | 1642 |
|
2018
Q4 | $14K | Sell |
145
-755
| -84% | -$72.9K | ﹤0.01% | 921 |
|
2018
Q3 | $91K | Buy |
900
+5
| +0.6% | +$506 | 0.01% | 472 |
|
2018
Q2 | $96K | Buy |
895
+710
| +384% | +$76.2K | 0.01% | 454 |
|
2018
Q1 | $22K | Sell |
185
-3
| -2% | -$357 | ﹤0.01% | 777 |
|
2017
Q4 | $23K | Buy |
+188
| New | +$23K | ﹤0.01% | 787 |
|
2017
Q2 | – | Sell |
-425
| Closed | -$56K | – | 1493 |
|
2017
Q1 | $56K | Hold |
425
| – | – | 0.01% | 496 |
|
2016
Q4 | $58K | Hold |
425
| – | – | 0.01% | 495 |
|
2016
Q3 | $58K | Hold |
425
| – | – | 0.01% | 488 |
|
2016
Q2 | $65K | Sell |
425
-1,000
| -70% | -$153K | 0.01% | 463 |
|
2016
Q1 | $185K | Buy |
1,425
+1,000
| +235% | +$130K | 0.02% | 329 |
|
2015
Q4 | $52K | Buy |
+425
| New | +$52K | 0.01% | 484 |
|
2014
Q4 | – | Sell |
-456
| Closed | -$45K | – | 1558 |
|
2014
Q3 | $45K | Sell |
456
-80
| -15% | -$7.9K | 0.01% | 557 |
|
2014
Q2 | $57K | Buy |
536
+5
| +0.9% | +$532 | 0.01% | 508 |
|
2014
Q1 | $51K | Buy |
531
+9
| +2% | +$864 | 0.01% | 506 |
|
2013
Q4 | $53K | Buy |
522
+36
| +7% | +$3.66K | 0.01% | 474 |
|
2013
Q3 | $51K | Buy |
486
+456
| +1,520% | +$47.9K | 0.01% | 448 |
|
2013
Q2 | $3K | Buy |
+30
| New | +$3K | ﹤0.01% | 786 |
|