Harbour Investments’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 | $477K | Buy |
4,860
+574
| +13% | +$56.4K | 0.01% | 796 |
|
|
2025
Q1 | $507K | Sell |
4,286
-5,746
| -57% | -$680K | 0.01% | 710 |
|
|
2024
Q4 | $1.1M | Buy |
10,032
+1,149
| +13% | +$127K | 0.03% | 447 |
|
|
2024
Q3 | $1.08M | Buy |
8,883
+5,659
| +176% | +$685K | 0.03% | 432 |
|
|
2024
Q2 | $352K | Sell |
3,224
-51
| -2% | -$5.56K | 0.01% | 741 |
|
|
2024
Q1 | $412K | Buy |
3,275
+467
| +17% | +$58.8K | 0.01% | 660 |
|
|
2023
Q4 | $355K | Buy |
2,808
+263
| +10% | +$33.2K | 0.01% | 658 |
|
|
2023
Q3 | $313K | Sell |
2,545
-35
| -1% | -$4.3K | 0.02% | 640 |
|
|
2023
Q2 | $381K | Buy |
2,580
+145
| +6% | +$21.4K | 0.02% | 580 |
|
|
2023
Q1 | $383K | Buy |
2,435
+218
| +10% | +$34.3K | 0.02% | 548 |
|
|
2022
Q4 | $351K | Buy |
2,217
+44
| +2% | +$6.97K | 0.02% | 554 |
|
|
2022
Q3 | $278K | Hold |
2,173
| – | – | 0.02% | 579 |
|
|
2022
Q2 | $278K | Buy |
+2,173
| New | +$278K | 0.02% | 579 |
|
|
2021
Q4 | $295K | Sell |
2,175
-5,959
| -73% | -$808K | 0.02% | 580 |
|
|
2021
Q3 | $976K | Sell |
8,134
-2,189
| -21% | -$263K | 0.03% | 453 |
|
|
2021
Q2 | $1.34M | Buy |
10,323
+1,694
| +20% | +$220K | 0.04% | 392 |
|
|
2021
Q1 | $1.09M | Buy |
+8,629
| New | +$1.09M | 0.04% | 391 |
|