Greenwich Wealth Management’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 | $834K | Buy |
8,490
+1,503
| +22% | +$148K | 0.04% | 140 |
|
|
2025
Q1 | $827K | Buy |
6,987
+1,386
| +25% | +$164K | 0.06% | 131 |
|
|
2024
Q4 | $617K | Buy |
5,601
+254
| +5% | +$28K | 0.04% | 149 |
|
|
2024
Q3 | $648K | Sell |
5,347
-11
| -0.2% | -$1.33K | 0.04% | 146 |
|
|
2024
Q2 | $584K | Sell |
5,358
-67
| -1% | -$7.3K | 0.04% | 148 |
|
|
2024
Q1 | $683K | Sell |
5,425
-134
| -2% | -$16.9K | 0.05% | 140 |
|
|
2023
Q4 | $703K | Buy |
5,559
+160
| +3% | +$20.2K | 0.07% | 135 |
|
|
2023
Q3 | $664K | Sell |
5,399
-127
| -2% | -$15.6K | 0.07% | 135 |
|
|
2023
Q2 | $816K | Sell |
5,526
-30
| -0.5% | -$4.43K | 0.09% | 121 |
|
|
2023
Q1 | $874K | Sell |
5,556
-100
| -2% | -$15.7K | 0.1% | 112 |
|
|
2022
Q4 | $896K | Sell |
5,656
-35
| -0.6% | -$5.55K | 0.1% | 112 |
|
|
2022
Q3 | $782K | Sell |
5,691
-511
| -8% | -$70.2K | 0.08% | 122 |
|
|
2022
Q2 | $794K | Sell |
6,202
-40
| -0.6% | -$5.12K | 0.11% | 124 |
|
|
2022
Q1 | $845K | Sell |
6,242
-112
| -2% | -$15.2K | 0.09% | 120 |
|
|
2021
Q4 | $863K | Buy |
6,354
+43
| +0.7% | +$5.84K | 0.07% | 123 |
|
|
2021
Q3 | $757K | Sell |
6,311
-257
| -4% | -$30.8K | 0.06% | 128 |
|
|
2021
Q2 | $851K | Sell |
6,568
-390
| -6% | -$50.5K | 0.07% | 120 |
|
|
2021
Q1 | $880K | Sell |
6,958
-10
| -0.1% | -$1.27K | 0.07% | 108 |
|
|
2020
Q4 | $806K | Buy |
6,968
+466
| +7% | +$53.9K | 0.07% | 106 |
|
|
2020
Q3 | $751K | Sell |
6,502
-466
| -7% | -$53.8K | 0.13% | 100 |
|
|
2020
Q2 | $737K | Sell |
6,968
-2,526
| -27% | -$267K | 0.14% | 97 |
|
|
2020
Q1 | $1.05M | Sell |
9,494
-580
| -6% | -$64.4K | 0.23% | 71 |
|
|
2019
Q4 | $1.05M | Sell |
10,074
-460
| -4% | -$47.9K | 0.21% | 81 |
|
|
2019
Q3 | $1.16M | Buy |
10,534
+583
| +6% | +$64.1K | 0.23% | 79 |
|
|
2019
Q2 | $1.15M | Sell |
9,951
-160
| -2% | -$18.4K | 0.2% | 81 |
|
|
2019
Q1 | $1.18M | Buy |
10,111
+297
| +3% | +$34.6K | 0.21% | 73 |
|
|
2018
Q4 | $918K | Buy |
9,814
+506
| +5% | +$47.3K | 0.18% | 83 |
|
|
2018
Q3 | $955K | Buy |
9,308
+3,650
| +65% | +$374K | 0.17% | 88 |
|
|
2018
Q2 | $608K | Buy |
5,658
+211
| +4% | +$22.7K | 0.11% | 105 |
|
|
2018
Q1 | $676K | Buy |
5,447
+28
| +0.5% | +$3.48K | 0.11% | 99 |
|
|
2017
Q4 | $673K | Buy |
5,419
+487
| +10% | +$60.5K | 0.11% | 98 |
|
|
2017
Q3 | $518K | Buy |
+4,932
| New | +$518K | 0.09% | 113 |
|
|
2016
Q1 | – | Sell |
-4,269
| Closed | -$527K | – | 194 |
|
|
2015
Q4 | $527K | Sell |
4,269
-3,353
| -44% | -$414K | 0.13% | 104 |
|
|
2015
Q3 | $870K | Sell |
7,622
-1,195
| -14% | -$136K | 0.21% | 100 |
|
|
2015
Q2 | $956K | Sell |
8,817
-6
| -0.1% | -$651 | 0.12% | 108 |
|
|
2015
Q1 | $1.02M | Buy |
8,823
+2,500
| +40% | +$289K | 0.12% | 104 |
|
|
2014
Q4 | $638K | Sell |
6,323
-1,121
| -15% | -$113K | 0.04% | 124 |
|
|
2014
Q3 | $737K | Buy |
7,444
+2,320
| +45% | +$230K | 0.05% | 122 |
|
|
2014
Q2 | $546K | Sell |
5,124
-20
| -0.4% | -$2.13K | 0.04% | 117 |
|
|
2014
Q1 | $500K | Buy |
5,144
+2,325
| +82% | +$226K | 0.03% | 118 |
|
|
2013
Q4 | $292K | Buy |
2,819
+50
| +2% | +$5.18K | 0.03% | 139 |
|
|
2013
Q3 | $291K | Hold |
2,769
| – | – | 0.02% | 137 |
|
|
2013
Q2 | $286K | Buy |
+2,769
| New | +$286K | 0.02% | 127 |
|