Gratus Capital’s J.M. Smucker SJM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
$236K Buy
2,167
+55
+3% +$6K 0.01% 327
2024
Q1
$266K Hold
2,112
0.01% 276
2023
Q4
$267K Sell
2,112
-200
-9% -$25.3K 0.02% 221
2023
Q3
$284K Hold
2,312
0.02% 210
2023
Q2
$341K Hold
2,312
0.02% 186
2023
Q1
$364K Hold
2,312
0.03% 167
2022
Q4
$366K Hold
2,312
0.03% 168
2022
Q3
$318K Buy
2,312
+195
+9% +$26.8K 0.03% 163
2022
Q2
$271K Hold
2,117
0.03% 161
2022
Q1
$287K Hold
2,117
0.03% 171
2021
Q4
$288K Hold
2,117
0.03% 175
2021
Q3
$254K Hold
2,117
0.03% 173
2021
Q2
$274K Hold
2,117
0.03% 170
2021
Q1
$268K Sell
2,117
-245
-10% -$31K 0.03% 164
2020
Q4
$273K Buy
2,362
+245
+12% +$28.3K 0.04% 157
2020
Q3
$245K Hold
2,117
0.04% 151
2020
Q2
$224K Hold
2,117
0.04% 150
2020
Q1
$235K Sell
2,117
-75
-3% -$8.33K 0.04% 144
2019
Q4
$228K Hold
2,192
0.03% 168
2019
Q3
$241K Hold
2,192
0.04% 155
2019
Q2
$252K Hold
2,192
0.04% 151
2019
Q1
$255K Sell
2,192
-425
-16% -$49.4K 0.04% 153
2018
Q4
$245K Sell
2,617
-175
-6% -$16.4K 0.05% 154
2018
Q3
$286K Hold
2,792
0.04% 153
2018
Q2
$300K Sell
2,792
-165
-6% -$17.7K 0.04% 146
2018
Q1
$367K Hold
2,957
0.05% 145
2017
Q4
$367K Hold
2,957
0.05% 147
2017
Q3
$310K Hold
2,957
0.04% 155
2017
Q2
$350K Hold
2,957
0.05% 147
2017
Q1
$388K Hold
2,957
0.06% 140
2016
Q4
$379K Hold
2,957
0.06% 143
2016
Q3
$401K Hold
2,957
0.06% 142
2016
Q2
$451K Buy
+2,957
New +$451K 0.07% 137