GW&K Investment 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 | $39K | Buy |
393
+4
| +1% | +$397 | ﹤0.01% | 550 |
|
|
2025
Q1 | $46K | Sell |
389
-49
| -11% | -$5.79K | ﹤0.01% | 504 |
|
|
2024
Q4 | $48K | Hold |
438
| – | – | ﹤0.01% | 483 |
|
|
2024
Q3 | $53K | Buy |
438
+8
| +2% | +$968 | ﹤0.01% | 458 |
|
|
2024
Q2 | $47K | Buy |
430
+43
| +11% | +$4.7K | ﹤0.01% | 450 |
|
|
2024
Q1 | $49K | Hold |
387
| – | – | ﹤0.01% | 434 |
|
|
2023
Q4 | $49K | Sell |
387
-8
| -2% | -$1.01K | ﹤0.01% | 410 |
|
|
2023
Q3 | $49K | Buy |
395
+361
| +1,062% | +$44.8K | ﹤0.01% | 395 |
|
|
2023
Q2 | $5K | Buy |
+34
| New | +$5K | ﹤0.01% | 793 |
|
|
2022
Q3 | – | Sell |
-16
| Closed | -$2K | – | 755 |
|
|
2022
Q2 | $2K | Buy |
16
+13
| +433% | +$1.63K | ﹤0.01% | 772 |
|
|
2022
Q1 | $0 | Buy |
+3
| New | – | ﹤0.01% | 842 |
|