Institutional & Family Asset Management’s J.M. Smucker SJM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $1.31K | Buy |
+12
| New | +$1.31K | ﹤0.01% | 608 |
|
|
2017
Q4 | – | Sell |
-4,256
| Closed | -$447K | – | 180 |
|
|
2017
Q3 | $447K | Hold |
4,256
| – | – | 0.09% | 130 |
|
|
2017
Q2 | $504K | Sell |
4,256
-103
| -2% | -$12.2K | 0.12% | 93 |
|
|
2017
Q1 | $571K | Sell |
4,359
-21,064
| -83% | -$2.76M | 0.18% | 85 |
|
|
2016
Q4 | $3.26M | Buy |
25,423
+316
| +1% | +$40.5K | 1.03% | 57 |
|
|
2016
Q3 | $3.4M | Buy |
25,107
+1,190
| +5% | +$161K | 1.13% | 42 |
|
|
2016
Q2 | $3.65M | Buy |
23,917
+2,016
| +9% | +$307K | 1.27% | 15 |
|
|
2016
Q1 | $2.7M | Sell |
21,901
-52
| -0.2% | -$6.41K | 1.01% | 36 |
|
|
2015
Q4 | $2.71M | Buy |
+21,953
| New | +$2.71M | 1.01% | 35 |
|