FAM
Formidable 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 | $206K | Hold |
1,743
| – | – | 0.03% | 363 |
|
|
2025
Q1 | $206K | Buy |
+1,743
| New | +$206K | 0.03% | 364 |
|
|
2024
Q3 | – | Sell |
-2,209
| Closed | -$241K | – | 405 |
|
|
2024
Q2 | $241K | Sell |
2,209
-14
| -0.6% | -$1.53K | 0.04% | 338 |
|
|
2024
Q1 | $280K | Sell |
2,223
-16
| -0.7% | -$2.01K | 0.05% | 289 |
|
|
2023
Q4 | $283K | Sell |
2,239
-40
| -2% | -$5.06K | 0.06% | 222 |
|
|
2023
Q3 | $280K | Buy |
2,279
+105
| +5% | +$12.9K | 0.06% | 224 |
|
|
2023
Q2 | $321K | Sell |
2,174
-28
| -1% | -$4.13K | 0.07% | 208 |
|
|
2023
Q1 | $347K | Sell |
2,202
-12
| -0.5% | -$1.89K | 0.07% | 209 |
|
|
2022
Q4 | $351K | Sell |
2,214
-30
| -1% | -$4.76K | 0.08% | 212 |
|
|
2022
Q3 | $330K | Sell |
2,244
-16
| -0.7% | -$2.35K | 0.08% | 208 |
|
|
2022
Q2 | $291K | Buy |
2,260
+19
| +0.8% | +$2.45K | 0.07% | 241 |
|
|
2022
Q1 | $303K | Buy |
2,241
+1
| +0% | +$135 | 0.06% | 253 |
|
|
2021
Q4 | $307K | Buy |
2,240
+126
| +6% | +$17.3K | 0.06% | 250 |
|
|
2021
Q3 | $254K | Buy |
2,114
+3
| +0.1% | +$360 | 0.05% | 292 |
|
|
2021
Q2 | $277K | Sell |
2,111
-101
| -5% | -$13.3K | 0.06% | 245 |
|
|
2021
Q1 | $282K | Sell |
2,212
-10
| -0.5% | -$1.28K | 0.06% | 221 |
|
|
2020
Q4 | $257K | Sell |
2,222
-1,225
| -36% | -$142K | 0.06% | 229 |
|
|
2020
Q3 | $400K | Buy |
3,447
+1,262
| +58% | +$146K | 0.12% | 152 |
|
|
2020
Q2 | $231K | Sell |
2,185
-1,239
| -36% | -$131K | 0.07% | 213 |
|
|
2020
Q1 | $381K | Sell |
3,424
-1,050
| -23% | -$117K | 0.15% | 125 |
|
|
2019
Q4 | $478K | Buy |
+4,474
| New | +$478K | 0.15% | 124 |
|
|
2019
Q3 | – | Sell |
-3,381
| Closed | -$376K | – | 212 |
|
|
2019
Q2 | $376K | Buy |
+3,381
| New | +$376K | 0.13% | 139 |
|
|
2016
Q3 | – | Sell |
-1,440
| Closed | -$219K | – | 171 |
|
|
2016
Q2 | $219K | Buy |
1,440
+1,046
| +265% | +$159K | 0.12% | 143 |
|
|
2016
Q1 | $50K | Sell |
394
-16
| -4% | -$2.03K | 0.04% | 201 |
|
|
2015
Q4 | $50K | Sell |
410
-7
| -2% | -$854 | 0.03% | 222 |
|
|
2015
Q3 | $47K | Hold |
417
| – | – | 0.03% | 236 |
|
|
2015
Q2 | $45K | Hold |
417
| – | – | 0.03% | 228 |
|
|
2015
Q1 | $49K | Hold |
417
| – | – | 0.03% | 206 |
|
|
2014
Q4 | $42K | Hold |
417
| – | – | 0.03% | 210 |
|
|
2014
Q3 | $43K | Buy |
417
+29
| +7% | +$2.99K | 0.03% | 204 |
|
|
2014
Q2 | $41K | Hold |
388
| – | – | 0.02% | 224 |
|
|
2014
Q1 | $38K | Buy |
388
+1
| +0.3% | +$98 | 0.03% | 211 |
|
|
2013
Q4 | $36K | Hold |
387
| – | – | 0.02% | 228 |
|
|
2013
Q3 | $41K | Buy |
+387
| New | +$41K | 0.04% | 183 |
|