Harbor Investment Advisory’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 | $22.6K | Hold |
230
| – | – | ﹤0.01% | 766 |
|
|
2025
Q1 | $27.2K | Sell |
230
-51
| -18% | -$6.04K | ﹤0.01% | 712 |
|
|
2024
Q4 | $30.9K | Buy |
281
+8
| +3% | +$881 | ﹤0.01% | 669 |
|
|
2024
Q3 | $33.1K | Sell |
273
-1
| -0.4% | -$121 | ﹤0.01% | 656 |
|
|
2024
Q2 | $29.9K | Buy |
274
+1
| +0.4% | +$109 | ﹤0.01% | 671 |
|
|
2024
Q1 | $34.4K | Hold |
273
| – | – | ﹤0.01% | 651 |
|
|
2023
Q4 | $34.5K | Hold |
273
| – | – | ﹤0.01% | 627 |
|
|
2023
Q3 | $33.6K | Hold |
273
| – | – | ﹤0.01% | 604 |
|
|
2023
Q2 | $40.3K | Hold |
273
| – | – | 0.01% | 762 |
|
|
2023
Q1 | $43K | Hold |
273
| – | – | 0.01% | 748 |
|
|
2022
Q4 | $43.3K | Hold |
273
| – | – | 0.01% | 722 |
|
|
2022
Q3 | $38K | Hold |
273
| – | – | 0.01% | 762 |
|
|
2022
Q2 | $35K | Hold |
273
| – | – | 0.01% | 790 |
|
|
2022
Q1 | $37K | Hold |
273
| – | – | ﹤0.01% | 814 |
|
|
2021
Q4 | $37K | Buy |
273
+51
| +23% | +$6.91K | ﹤0.01% | 822 |
|
|
2021
Q3 | $27K | Hold |
222
| – | – | ﹤0.01% | 901 |
|
|
2021
Q2 | $29K | Hold |
222
| – | – | ﹤0.01% | 842 |
|
|
2021
Q1 | $28K | Hold |
222
| – | – | ﹤0.01% | 814 |
|
|
2020
Q4 | $26K | Hold |
222
| – | – | ﹤0.01% | 776 |
|
|
2020
Q3 | $26K | Buy |
222
+26
| +13% | +$3.05K | 0.01% | 665 |
|
|
2020
Q2 | $21K | Hold |
196
| – | – | ﹤0.01% | 618 |
|
|
2020
Q1 | $22K | Sell |
196
-1
| -0.5% | -$112 | 0.01% | 561 |
|
|
2019
Q4 | $21K | Buy |
+197
| New | +$21K | ﹤0.01% | 530 |
|