HCM
Hengehold Capital Management’s J.M. Smucker SJM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $261K | Sell |
2,657
-508
| -16% | -$49.9K | 0.02% | 185 |
|
|
2025
Q1 | $375K | Buy |
3,165
+197
| +7% | +$23.3K | 0.04% | 150 |
|
|
2024
Q4 | $327K | Buy |
2,968
+33
| +1% | +$3.63K | 0.03% | 163 |
|
|
2024
Q3 | $355K | Buy |
2,935
+624
| +27% | +$75.6K | 0.03% | 143 |
|
|
2024
Q2 | $252K | Sell |
2,311
-1,695
| -42% | -$185K | 0.03% | 160 |
|
|
2024
Q1 | $504K | Buy |
4,006
+866
| +28% | +$109K | 0.05% | 113 |
|
|
2023
Q4 | $397K | Sell |
3,140
-108
| -3% | -$13.6K | 0.05% | 121 |
|
|
2023
Q3 | $399K | Sell |
3,248
-47
| -1% | -$5.78K | 0.05% | 115 |
|
|
2023
Q2 | $487K | Buy |
3,295
+106
| +3% | +$15.7K | 0.06% | 103 |
|
|
2023
Q1 | $502K | Sell |
3,189
-17
| -0.5% | -$2.68K | 0.07% | 96 |
|
|
2022
Q4 | $508K | Buy |
3,206
+1,042
| +48% | +$165K | 0.07% | 101 |
|
|
2022
Q3 | $297K | Sell |
2,164
-51
| -2% | -$7K | 0.05% | 121 |
|
|
2022
Q2 | $284K | Sell |
2,215
-40
| -2% | -$5.13K | 0.04% | 125 |
|
|
2022
Q1 | $305K | Sell |
2,255
-278
| -11% | -$37.6K | 0.04% | 125 |
|
|
2021
Q4 | $344K | Buy |
+2,533
| New | +$344K | 0.04% | 125 |
|
|
2021
Q2 | – | Sell |
-1,604
| Closed | -$203K | – | 164 |
|
|
2021
Q1 | $203K | Buy |
+1,604
| New | +$203K | 0.03% | 148 |
|