HM Payson & Co’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
Q3 | $10.9K | Sell |
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|
2025
Q2 | $19.6K | Hold |
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|
2025
Q1 | $23.7K | Hold |
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|
2024
Q4 | $22K | Hold |
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|
2024
Q3 | $24.2K | Sell |
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|
2024
Q2 | $22.9K | Buy |
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|
2024
Q1 | $25.2K | Hold |
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|
2023
Q4 | $25.3K | Sell |
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|
2023
Q3 | $37.4K | Sell |
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|
2023
Q2 | $45.8K | Buy |
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|
2023
Q1 | $33K | Hold |
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|
2022
Q4 | $33.3K | Buy |
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|
2022
Q3 | $27K | Sell |
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|
2022
Q2 | $27K | Hold |
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|
2022
Q1 | $28K | Sell |
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|
2021
Q4 | $39K | Sell |
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|
2021
Q3 | $44K | Buy |
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|
2021
Q2 | $37K | Sell |
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|
2021
Q1 | $52K | Buy |
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|
2020
Q4 | $35K | Hold |
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|
2020
Q3 | $35K | Hold |
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|
2020
Q2 | $32K | Sell |
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|
2020
Q1 | $59K | Sell |
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|
2019
Q4 | $94K | Sell |
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|
2019
Q3 | $154K | Sell |
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|
2019
Q2 | $192K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $209K | Hold |
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|
2016
Q4 | $204K | Hold |
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|
2016
Q3 | $216K | Sell |
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|
2016
Q2 | $264K | Sell |
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|
2016
Q1 | $234K | Sell |
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|
2015
Q4 | $275K | Sell |
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|
2015
Q3 | $255K | Sell |
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|
2015
Q2 | $334K | Hold |
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|
2015
Q1 | $356K | Sell |
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|
2014
Q4 | $331K | Hold |
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|
2014
Q3 | $325K | Hold |
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|
2014
Q2 | $350K | Buy |
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|
2014
Q1 | $221K | Hold |
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|
2013
Q4 | $236K | Sell |
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|
2013
Q3 | $244K | Buy |
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|
2013
Q2 | $214K | Buy |
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