Folger Nolan Fleming Douglas Capital Management’s J.M. Smucker SJM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $295K | Hold |
|
|||||
|
2025
Q1 | $356K | Hold |
|
|||||
|
2024
Q4 | $331K | Sell |
|
|||||
|
2024
Q3 | $509K | Sell |
|
|||||
|
2024
Q2 | $568K | Hold |
|
|||||
|
2024
Q1 | $655K | Hold |
|
|||||
|
2023
Q4 | $658K | Hold |
|
|||||
|
2023
Q3 | $640K | Hold |
|
|||||
|
2023
Q2 | $769K | Hold |
|
|||||
|
2023
Q1 | $819K | Hold |
|
|||||
|
2022
Q4 | $825K | Buy |
|
|||||
|
2022
Q3 | $688K | Hold |
|
|||||
|
2022
Q2 | $641K | Hold |
|
|||||
|
2022
Q1 | $678K | Hold |
|
|||||
|
2021
Q4 | $680K | Hold |
|
|||||
|
2021
Q3 | $601K | Hold |
|
|||||
|
2021
Q2 | $649K | Hold |
|
|||||
|
2021
Q1 | $633K | Hold |
|
|||||
|
2020
Q4 | $579K | Hold |
|
|||||
|
2020
Q3 | $578K | Hold |
|
|||||
|
2020
Q2 | $530K | Hold |
|
|||||
|
2020
Q1 | $556K | Hold |
|
|||||
|
2019
Q4 | $521K | Hold |
|
|||||
|
2019
Q3 | $551K | Hold |
|
|||||
|
2019
Q2 | $577K | Hold |
|
|||||
|
2019
Q1 | $583K | Hold |
|
|||||
|
2018
Q4 | $468K | Hold |
|
|||||
|
2018
Q3 | $514K | Sell |
|
|||||
|
2018
Q2 | $541K | Buy |
|
|||||
|
2018
Q1 | $621K | Hold |
|
|||||
|
2017
Q4 | $622K | Hold |
|
|||||
|
2017
Q3 | $525K | Hold |
|
|||||
|
2017
Q2 | $592K | Sell |
|
|||||
|
2017
Q1 | $666K | Buy |
|
|||||
|
2016
Q4 | $779K | Hold |
|
|||||
|
2016
Q3 | $779K | Hold |
|
|||||
|
2016
Q2 | $770K | Hold |
|
|||||
|
2016
Q1 | $656K | Hold |
|
|||||
|
2015
Q4 | $623K | Sell |
|
|||||
|
2015
Q3 | $579K | Hold |
|
|||||
|
2015
Q2 | $550K | Hold |
|
|||||
|
2015
Q1 | $588K | Hold |
|
|||||
|
2014
Q4 | $513K | Hold |
|
|||||
|
2014
Q3 | $503K | Buy |
|
|||||
|
2014
Q2 | $536K | Hold |
|
|||||
|
2014
Q1 | $489K | Hold |
|
|||||
|
2013
Q4 | $521K | Sell |
|
|||||
|
2013
Q3 | $529K | Hold |
|
|||||
|
2013
Q2 | $520K | Buy |
|