HeadInvest LLC’s J.M. Smucker SJM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
|
|||||
|
2025
Q1 | $371K | Sell |
|
|||||
|
2024
Q4 | $409K | Sell |
|
|||||
|
2024
Q3 | $523K | Hold |
|
|||||
|
2024
Q2 | $471K | Hold |
|
|||||
|
2024
Q1 | $543K | Buy |
|
|||||
|
2023
Q4 | $543K | Hold |
|
|||||
|
2023
Q3 | $522K | Hold |
|
|||||
|
2023
Q2 | $636K | Hold |
|
|||||
|
2023
Q1 | $677K | Sell |
|
|||||
|
2022
Q4 | $761K | Hold |
|
|||||
|
2022
Q3 | $660K | Hold |
|
|||||
|
2022
Q2 | $614K | Hold |
|
|||||
|
2022
Q1 | $650K | Hold |
|
|||||
|
2021
Q4 | $652K | Hold |
|
|||||
|
2021
Q3 | $576K | Hold |
|
|||||
|
2021
Q2 | $621K | Hold |
|
|||||
|
2021
Q1 | $607K | Hold |
|
|||||
|
2020
Q4 | $555K | Hold |
|
|||||
|
2020
Q3 | $554K | Hold |
|
|||||
|
2020
Q2 | $508K | Hold |
|
|||||
|
2020
Q1 | $533K | Hold |
|
|||||
|
2019
Q4 | $500K | Hold |
|
|||||
|
2019
Q3 | $528K | Hold |
|
|||||
|
2019
Q2 | $553K | Hold |
|
|||||
|
2019
Q1 | $559K | Sell |
|
|||||
|
2018
Q4 | $898K | Buy |
|
|||||
|
2018
Q3 | $493K | Hold |
|
|||||
|
2018
Q2 | $516K | Hold |
|
|||||
|
2018
Q1 | $595K | Hold |
|
|||||
|
2017
Q4 | $596K | Hold |
|
|||||
|
2017
Q3 | $509K | Sell |
|
|||||
|
2017
Q2 | $609K | Hold |
|
|||||
|
2017
Q1 | $675K | Buy |
|
|||||
|
2016
Q4 | – | Sell |
|
|||||
|
2016
Q3 | $692K | Buy |
|