HM Payson & Co’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
Q1 | $23.7K | Hold |
200
| – | – | ﹤0.01% | 764 |
|
|
2024
Q4 | $22K | Hold |
200
| – | – | ﹤0.01% | 762 |
|
|
2024
Q3 | $24.2K | Sell |
200
-10
| -5% | -$1.21K | ﹤0.01% | 741 |
|
|
2024
Q2 | $22.9K | Buy |
210
+10
| +5% | +$1.09K | ﹤0.01% | 733 |
|
|
2024
Q1 | $25.2K | Hold |
200
| – | – | ﹤0.01% | 710 |
|
|
2023
Q4 | $25.3K | Sell |
200
-104
| -34% | -$13.1K | ﹤0.01% | 701 |
|
|
2023
Q3 | $37.4K | Sell |
304
-6
| -2% | -$737 | ﹤0.01% | 633 |
|
|
2023
Q2 | $45.8K | Buy |
310
+100
| +48% | +$14.8K | ﹤0.01% | 592 |
|
|
2023
Q1 | $33K | Hold |
210
| – | – | ﹤0.01% | 643 |
|
|
2022
Q4 | $33.3K | Buy |
210
+10
| +5% | +$1.59K | ﹤0.01% | 613 |
|
|
2022
Q3 | $27K | Sell |
200
-10
| -5% | -$1.35K | ﹤0.01% | 658 |
|
|
2022
Q2 | $27K | Hold |
210
| – | – | ﹤0.01% | 668 |
|
|
2022
Q1 | $28K | Sell |
210
-78
| -27% | -$10.4K | ﹤0.01% | 684 |
|
|
2021
Q4 | $39K | Sell |
288
-78
| -21% | -$10.6K | ﹤0.01% | 654 |
|
|
2021
Q3 | $44K | Buy |
366
+78
| +27% | +$9.38K | ﹤0.01% | 618 |
|
|
2021
Q2 | $37K | Sell |
288
-121
| -30% | -$15.5K | ﹤0.01% | 644 |
|
|
2021
Q1 | $52K | Buy |
409
+109
| +36% | +$13.9K | ﹤0.01% | 601 |
|
|
2020
Q4 | $35K | Hold |
300
| – | – | ﹤0.01% | 673 |
|
|
2020
Q3 | $35K | Hold |
300
| – | – | ﹤0.01% | 627 |
|
|
2020
Q2 | $32K | Sell |
300
-228
| -43% | -$24.3K | ﹤0.01% | 590 |
|
|
2020
Q1 | $59K | Sell |
528
-372
| -41% | -$41.6K | ﹤0.01% | 473 |
|
|
2019
Q4 | $94K | Sell |
900
-500
| -36% | -$52.2K | ﹤0.01% | 482 |
|
|
2019
Q3 | $154K | Sell |
1,400
-270
| -16% | -$29.7K | 0.01% | 425 |
|
|
2019
Q2 | $192K | Buy |
+1,670
| New | +$192K | 0.01% | 401 |
|
|
2017
Q2 | – | Sell |
-1,595
| Closed | -$209K | – | 351 |
|
|
2017
Q1 | $209K | Hold |
1,595
| – | – | 0.01% | 316 |
|
|
2016
Q4 | $204K | Hold |
1,595
| – | – | 0.01% | 317 |
|
|
2016
Q3 | $216K | Sell |
1,595
-137
| -8% | -$18.6K | 0.01% | 297 |
|
|
2016
Q2 | $264K | Sell |
1,732
-68
| -4% | -$10.4K | 0.01% | 278 |
|
|
2016
Q1 | $234K | Sell |
1,800
-432
| -19% | -$56.2K | 0.01% | 283 |
|
|
2015
Q4 | $275K | Sell |
2,232
-5
| -0.2% | -$616 | 0.01% | 266 |
|
|
2015
Q3 | $255K | Sell |
2,237
-840
| -27% | -$95.8K | 0.01% | 262 |
|
|
2015
Q2 | $334K | Hold |
3,077
| – | – | 0.02% | 249 |
|
|
2015
Q1 | $356K | Sell |
3,077
-200
| -6% | -$23.1K | 0.02% | 243 |
|
|
2014
Q4 | $331K | Hold |
3,277
| – | – | 0.02% | 246 |
|
|
2014
Q3 | $325K | Hold |
3,277
| – | – | 0.02% | 244 |
|
|
2014
Q2 | $350K | Buy |
3,277
+1,000
| +44% | +$107K | 0.02% | 238 |
|
|
2014
Q1 | $221K | Hold |
2,277
| – | – | 0.01% | 269 |
|
|
2013
Q4 | $236K | Sell |
2,277
-50
| -2% | -$5.18K | 0.01% | 263 |
|
|
2013
Q3 | $244K | Buy |
2,327
+250
| +12% | +$26.2K | 0.01% | 260 |
|
|
2013
Q2 | $214K | Buy |
+2,077
| New | +$214K | 0.01% | 262 |
|