IEQ Capital’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 | $693K | Buy |
+7,054
| New | +$693K | ﹤0.01% | 995 |
|
|
2025
Q1 | – | Sell |
-1,932
| Closed | -$213K | – | 1722 |
|
|
2024
Q4 | $213K | Sell |
1,932
-3,358
| -63% | -$370K | ﹤0.01% | 1177 |
|
|
2024
Q3 | $641K | Sell |
5,290
-1,001
| -16% | -$121K | 0.01% | 670 |
|
|
2024
Q2 | $686K | Sell |
6,291
-280
| -4% | -$30.5K | 0.01% | 566 |
|
|
2024
Q1 | $827K | Buy |
6,571
+1,468
| +29% | +$185K | 0.01% | 505 |
|
|
2023
Q4 | $645K | Buy |
5,103
+2,377
| +87% | +$300K | 0.01% | 514 |
|
|
2023
Q3 | $335K | Sell |
2,726
-50
| -2% | -$6.15K | 0.01% | 690 |
|
|
2023
Q2 | $410K | Sell |
2,776
-83
| -3% | -$12.3K | 0.01% | 596 |
|
|
2023
Q1 | $450K | Buy |
2,859
+649
| +29% | +$102K | 0.01% | 607 |
|
|
2022
Q4 | $350K | Buy |
2,210
+293
| +15% | +$46.4K | 0.01% | 589 |
|
|
2022
Q3 | $263K | Buy |
+1,917
| New | +$263K | 0.01% | 695 |
|
|
2021
Q4 | – | Sell |
-1,895
| Closed | -$228K | – | 752 |
|
|
2021
Q3 | $228K | Buy |
+1,895
| New | +$228K | 0.01% | 640 |
|
|
2020
Q2 | – | Sell |
-1,843
| Closed | -$205K | – | 392 |
|
|
2020
Q1 | $205K | Buy |
+1,843
| New | +$205K | 0.02% | 336 |
|