Glenview Trust’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 | $204K | Sell |
2,075
-51
| -2% | -$5.01K | ﹤0.01% | 489 |
|
|
2025
Q1 | $252K | Buy |
+2,126
| New | +$252K | ﹤0.01% | 435 |
|
|
2023
Q4 | – | Sell |
-1,759
| Closed | -$216K | – | 486 |
|
|
2023
Q3 | $216K | Hold |
1,759
| – | – | 0.01% | 427 |
|
|
2023
Q2 | $260K | Buy |
1,759
+132
| +8% | +$19.5K | 0.01% | 405 |
|
|
2023
Q1 | $256K | Buy |
1,627
+112
| +7% | +$17.6K | 0.01% | 398 |
|
|
2022
Q4 | $240K | Buy |
+1,515
| New | +$240K | 0.01% | 397 |
|
|
2022
Q1 | – | Sell |
-1,748
| Closed | -$238K | – | 433 |
|
|
2021
Q4 | $238K | Sell |
1,748
-16
| -0.9% | -$2.18K | 0.01% | 388 |
|
|
2021
Q3 | $212K | Buy |
+1,764
| New | +$212K | 0.01% | 387 |
|