Hudson Valley Investment Advisors’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
Q2 | – | Sell |
-6,940
| Closed | -$822K | – | 180 |
|
|
2025
Q1 | $822K | Hold |
6,940
| – | – | 0.1% | 103 |
|
|
2024
Q4 | $764K | Sell |
6,940
-625
| -8% | -$68.8K | 0.09% | 105 |
|
|
2024
Q3 | $916K | Hold |
7,565
| – | – | 0.1% | 102 |
|
|
2024
Q2 | $976K | Hold |
7,565
| – | – | 0.13% | 98 |
|
|
2024
Q1 | $952K | Hold |
7,565
| – | – | 0.11% | 100 |
|
|
2023
Q4 | $976K | Sell |
7,565
-225
| -3% | -$29K | 0.13% | 99 |
|
|
2023
Q3 | $957K | Sell |
7,790
-95
| -1% | -$11.7K | 0.14% | 103 |
|
|
2023
Q2 | $1.16M | Sell |
7,885
-35
| -0.4% | -$5.17K | 0.16% | 105 |
|
|
2023
Q1 | $1.25M | Sell |
7,920
-72
| -0.9% | -$11.3K | 0.17% | 106 |
|
|
2022
Q4 | $1.27M | Hold |
7,992
| – | – | 0.19% | 104 |
|
|
2022
Q3 | $1.1M | Buy |
+7,992
| New | +$1.1M | 0.18% | 106 |
|
|
2018
Q4 | – | Sell |
-4,337
| Closed | -$445K | – | 166 |
|
|
2018
Q3 | $445K | Buy |
4,337
+192
| +5% | +$19.7K | 0.1% | 114 |
|
|
2018
Q2 | $446K | Buy |
4,145
+18
| +0.4% | +$1.94K | 0.11% | 113 |
|
|
2018
Q1 | $512K | Sell |
4,127
-1,079
| -21% | -$134K | 0.13% | 109 |
|
|
2017
Q4 | $647K | Sell |
5,206
-5,972
| -53% | -$742K | 0.16% | 103 |
|
|
2017
Q3 | $1.17M | Sell |
11,178
-2,685
| -19% | -$282K | 0.3% | 83 |
|
|
2017
Q2 | $1.64M | Sell |
13,863
-535
| -4% | -$63.3K | 0.45% | 65 |
|
|
2017
Q1 | $1.89M | Buy |
14,398
+695
| +5% | +$91.1K | 0.53% | 59 |
|
|
2016
Q4 | $1.76M | Buy |
13,703
+2,154
| +19% | +$276K | 0.52% | 60 |
|
|
2016
Q3 | $1.57M | Buy |
11,549
+862
| +8% | +$117K | 0.49% | 62 |
|
|
2016
Q2 | $1.63M | Buy |
+10,687
| New | +$1.63M | 0.52% | 56 |
|
|
2016
Q1 | – | Sell |
-7,745
| Closed | -$955K | – | 147 |
|
|
2015
Q4 | $955K | Buy |
7,745
+5,095
| +192% | +$628K | 0.3% | 79 |
|
|
2015
Q3 | $302K | Buy |
+2,650
| New | +$302K | 0.1% | 121 |
|