Horizon Investments’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 | $182K | Buy |
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|
2025
Q2 | $163K | Buy |
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|
2025
Q1 | $183K | Buy |
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|
2024
Q4 | $161K | Buy |
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|
2024
Q3 | $175K | Sell |
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|
2024
Q2 | $178K | Buy |
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|
2024
Q1 | $203K | Buy |
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|
2023
Q4 | $196K | Buy |
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|
2023
Q3 | $180K | Sell |
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|
2023
Q2 | $223K | Sell |
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|
2023
Q1 | $278K | Buy |
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|
2022
Q4 | $204K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $440K | Buy |
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|
2021
Q4 | $376K | Buy |
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|
2021
Q3 | $299K | Sell |
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|
2021
Q2 | $405K | Sell |
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|
2021
Q1 | $551K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $1.73M | Buy |
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|
2020
Q2 | $761K | Sell |
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|
2020
Q1 | $2.45M | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $966K | Buy |
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|
2018
Q4 | $722K | Sell |
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|
2018
Q3 | $2.13M | Buy |
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|
2018
Q2 | $815K | Sell |
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|
2018
Q1 | $1.44M | Buy |
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|
2017
Q4 | $1.06M | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $511K | Sell |
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|
2017
Q1 | $563K | Buy |
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