IFG Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-4,216
| Closed | -$533K | – | 535 |
|
|
2023
Q4 | $533K | Sell |
4,216
-82
| -2% | -$9.5K | 0.04% | 352 |
|
|
2023
Q3 | $528K | Buy |
+4,298
| New | +$611K | 0.04% | 330 |
|
|
2023
Q2 | – | Sell |
-4,476
| Closed | -$704K | – | 459 |
|
|
2023
Q1 | $704K | Sell |
4,476
-138
| -3% | -$21K | 0.07% | 263 |
|
|
2022
Q4 | $731K | Sell |
4,614
-172
| -4% | -$25.6K | 0.07% | 251 |
|
|
2022
Q3 | $657K | Hold |
4,786
| – | – | 0.06% | 277 |
|
|
2022
Q2 | $612K | Sell |
4,786
-1,785
| -27% | -$238K | 0.07% | 262 |
|
|
2022
Q1 | $889K | Sell |
6,571
-399
| -6% | -$54.4K | 0.09% | 220 |
|
|
2021
Q4 | $946K | Buy |
6,970
+4,349
| +166% | +$555K | 0.09% | 208 |
|
|
2021
Q3 | $314K | Buy |
2,621
+299
| +13% | +$38K | 0.03% | 395 |
|
|
2021
Q2 | $300K | Sell |
2,322
-112
| -5% | -$14.9K | 0.03% | 393 |
|
|
2021
Q1 | $307K | Buy |
+2,434
| New | +$287K | 0.04% | 390 |
|
|
2019
Q4 | – | Sell |
-2,062
| Closed | -$226K | – | 420 |
|
|
2019
Q3 | $226K | Sell |
2,062
-82
| -4% | -$9.14K | 0.04% | 365 |
|
|
2019
Q2 | $246K | Sell |
2,144
-217
| -9% | -$26.5K | 0.04% | 302 |
|
|
2019
Q1 | $275K | Sell |
2,361
-441
| -16% | -$46.1K | 0.05% | 276 |
|
|
2018
Q4 | $261K | Sell |
2,802
-614
| -18% | -$64.1K | 0.06% | 260 |
|
|
2018
Q3 | $350K | Buy |
3,416
+462
| +16% | +$50.5K | 0.07% | 267 |
|
|
2018
Q2 | $317K | Buy |
2,954
+23
| +0.8% | +$2.58K | 0.07% | 260 |
|
|
2018
Q1 | $363K | Buy |
2,931
+108
| +4% | +$13.5K | 0.08% | 234 |
|
|
2017
Q4 | $350K | Buy |
+2,823
| New | +$314K | 0.08% | 234 |
|
Other funds holding SJM
