Global Retirement Partners’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 | $117K | Buy |
+1,192
| New | +$117K | ﹤0.01% | 1354 |
|
|
2024
Q4 | $66.8K | Buy |
607
+2
| +0.3% | +$220 | ﹤0.01% | 1477 |
|
|
2024
Q3 | $73.3K | Buy |
605
+7
| +1% | +$848 | ﹤0.01% | 1378 |
|
|
2024
Q2 | $65.2K | Buy |
598
+9
| +2% | +$982 | ﹤0.01% | 1400 |
|
|
2024
Q1 | $74.2K | Sell |
589
-6
| -1% | -$756 | ﹤0.01% | 1216 |
|
|
2023
Q4 | $76.2K | Buy |
595
+33
| +6% | +$4.23K | ﹤0.01% | 1176 |
|
|
2023
Q3 | $67.6K | Sell |
562
-145
| -21% | -$17.4K | ﹤0.01% | 1115 |
|
|
2023
Q2 | $104K | Buy |
707
+61
| +9% | +$9.01K | 0.01% | 932 |
|
|
2023
Q1 | $101K | Buy |
646
+310
| +92% | +$48.7K | 0.01% | 908 |
|
|
2022
Q4 | $53.2K | Buy |
336
+2
| +0.6% | +$317 | ﹤0.01% | 1064 |
|
|
2022
Q3 | $50K | Buy |
334
+7
| +2% | +$1.05K | ﹤0.01% | 1013 |
|
|
2022
Q2 | $42K | Sell |
327
-6
| -2% | -$771 | ﹤0.01% | 1056 |
|
|
2022
Q1 | $42K | Buy |
+333
| New | +$42K | ﹤0.01% | 1064 |
|
|
2021
Q4 | – | Sell |
-307
| Closed | -$37K | – | 1535 |
|
|
2021
Q3 | $37K | Buy |
307
+1
| +0.3% | +$121 | ﹤0.01% | 957 |
|
|
2021
Q2 | $40K | Buy |
306
+3
| +1% | +$392 | ﹤0.01% | 951 |
|
|
2021
Q1 | $38K | Buy |
303
+2
| +0.7% | +$251 | ﹤0.01% | 889 |
|
|
2020
Q4 | $35K | Buy |
301
+2
| +0.7% | +$233 | ﹤0.01% | 848 |
|
|
2020
Q3 | $34K | Buy |
299
+106
| +55% | +$12.1K | 0.01% | 746 |
|
|
2020
Q2 | $20K | Hold |
193
| – | – | ﹤0.01% | 905 |
|
|
2020
Q1 | $21K | Sell |
193
-63
| -25% | -$6.86K | ﹤0.01% | 797 |
|
|
2019
Q4 | $27K | Buy |
256
+1
| +0.4% | +$105 | ﹤0.01% | 841 |
|
|
2019
Q3 | $28K | Buy |
255
+119
| +88% | +$13.1K | ﹤0.01% | 786 |
|
|
2019
Q2 | $16K | Buy |
136
+63
| +86% | +$7.41K | ﹤0.01% | 991 |
|
|
2019
Q1 | $9K | Buy |
73
+40
| +121% | +$4.93K | ﹤0.01% | 1091 |
|
|
2018
Q4 | $3K | Buy |
+33
| New | +$3K | ﹤0.01% | 1286 |
|
|
2018
Q2 | – | Sell |
-37
| Closed | -$5K | – | 1571 |
|
|
2018
Q1 | $5K | Hold |
37
| – | – | ﹤0.01% | 1162 |
|
|
2017
Q4 | $5K | Sell |
37
-120
| -76% | -$16.2K | ﹤0.01% | 1122 |
|
|
2017
Q3 | $16K | Buy |
157
+37
| +31% | +$3.77K | 0.01% | 709 |
|
|
2017
Q2 | $14K | Hold |
120
| – | – | 0.01% | 696 |
|
|
2017
Q1 | $16K | Hold |
120
| – | – | 0.01% | 615 |
|
|
2016
Q4 | $15K | Buy |
+120
| New | +$15K | 0.01% | 594 |
|