Johnson Financial Group Inc (Wisconsin)’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 | $196K | Sell |
2,000
-78
| -4% | -$7.66K | 0.01% | 305 |
|
|
2025
Q1 | $246K | Hold |
2,078
| – | – | 0.01% | 320 |
|
|
2024
Q4 | $222K | Hold |
2,078
| – | – | 0.01% | 283 |
|
|
2024
Q3 | $252K | Sell |
2,078
-200
| -9% | -$24.2K | 0.01% | 324 |
|
|
2024
Q2 | $248K | Buy |
2,278
+2,000
| +719% | +$218K | 0.01% | 292 |
|
|
2024
Q1 | $35K | Sell |
278
-261
| -48% | -$32.9K | ﹤0.01% | 455 |
|
|
2023
Q4 | $68.1K | Sell |
539
-3,630
| -87% | -$459K | ﹤0.01% | 421 |
|
|
2023
Q3 | $512K | Sell |
4,169
-23
| -0.5% | -$2.83K | 0.04% | 171 |
|
|
2023
Q2 | $619K | Sell |
4,192
-86
| -2% | -$12.7K | 0.04% | 164 |
|
|
2023
Q1 | $673K | Buy |
4,278
+111
| +3% | +$17.5K | 0.05% | 150 |
|
|
2022
Q4 | $660K | Buy |
4,167
+17
| +0.4% | +$2.69K | 0.05% | 141 |
|
|
2022
Q3 | $625K | Sell |
4,150
-1,059
| -20% | -$159K | 0.06% | 139 |
|
|
2022
Q2 | $667K | Hold |
5,209
| – | – | 0.05% | 157 |
|
|
2022
Q1 | $705K | Buy |
5,209
+181
| +4% | +$24.5K | 0.05% | 169 |
|
|
2021
Q4 | $683K | Sell |
5,028
-71
| -1% | -$9.65K | 0.04% | 163 |
|
|
2021
Q3 | $612K | Sell |
5,099
-521
| -9% | -$62.5K | 0.04% | 164 |
|
|
2021
Q2 | $728K | Sell |
5,620
-229
| -4% | -$29.7K | 0.05% | 153 |
|
|
2021
Q1 | $740K | Buy |
5,849
+681
| +13% | +$86.2K | 0.05% | 145 |
|
|
2020
Q4 | $597K | Buy |
5,168
+171
| +3% | +$19.8K | 0.05% | 147 |
|
|
2020
Q3 | $577K | Buy |
4,997
+710
| +17% | +$82K | 0.06% | 133 |
|
|
2020
Q2 | $454K | Buy |
4,287
+4,223
| +6,598% | +$447K | 0.05% | 134 |
|
|
2020
Q1 | $7K | Buy |
64
+14
| +28% | +$1.53K | ﹤0.01% | 401 |
|
|
2019
Q4 | $5K | Sell |
50
-4,035
| -99% | -$404K | ﹤0.01% | 467 |
|
|
2019
Q3 | $449K | Sell |
4,085
-5,847
| -59% | -$643K | 0.04% | 176 |
|
|
2019
Q2 | $1.14M | Buy |
9,932
+2,390
| +32% | +$275K | 0.1% | 119 |
|
|
2019
Q1 | $879K | Buy |
7,542
+3,488
| +86% | +$407K | 0.08% | 133 |
|
|
2018
Q4 | $379K | Hold |
4,054
| – | – | 0.04% | 179 |
|
|
2018
Q3 | $416K | Sell |
4,054
-1
| -0% | -$103 | 0.04% | 184 |
|
|
2018
Q2 | $436K | Sell |
4,055
-6
| -0.1% | -$645 | 0.05% | 174 |
|
|
2018
Q1 | $504K | Buy |
4,061
+58
| +1% | +$7.2K | 0.06% | 165 |
|
|
2017
Q4 | $497K | Hold |
4,003
| – | – | 0.06% | 175 |
|
|
2017
Q3 | $420K | Sell |
4,003
-19
| -0.5% | -$1.99K | 0.06% | 173 |
|
|
2017
Q2 | $476K | Sell |
4,022
-516
| -11% | -$61.1K | 0.07% | 167 |
|
|
2017
Q1 | $595K | Hold |
4,538
| – | – | 0.07% | 188 |
|
|
2016
Q4 | $581K | Hold |
4,538
| – | – | 0.08% | 191 |
|
|
2016
Q3 | $615K | Hold |
4,538
| – | – | 0.08% | 180 |
|
|
2016
Q2 | $692K | Buy |
4,538
+518
| +13% | +$79K | 0.1% | 176 |
|
|
2016
Q1 | $522K | Sell |
4,020
-690
| -15% | -$89.6K | 0.1% | 168 |
|
|
2015
Q4 | $581K | Buy |
4,710
+4,013
| +576% | +$495K | 0.12% | 148 |
|
|
2015
Q3 | $80K | Sell |
697
-393
| -36% | -$45.1K | 0.02% | 382 |
|
|
2015
Q2 | $118K | Hold |
1,090
| – | – | 0.02% | 327 |
|
|
2015
Q1 | $126K | Sell |
1,090
-44
| -4% | -$5.09K | 0.03% | 334 |
|
|
2014
Q4 | $115K | Hold |
1,134
| – | – | 0.03% | 338 |
|
|
2014
Q3 | $112K | Hold |
1,134
| – | – | 0.03% | 305 |
|
|
2014
Q2 | $121K | Buy |
1,134
+114
| +11% | +$12.2K | 0.03% | 308 |
|
|
2014
Q1 | $99K | Buy |
1,020
+817
| +402% | +$79.3K | 0.03% | 278 |
|
|
2013
Q4 | $21K | Buy |
203
+180
| +783% | +$18.6K | 0.01% | 513 |
|
|
2013
Q3 | $2K | Hold |
23
| – | – | ﹤0.01% | 653 |
|
|
2013
Q2 | $2K | Buy |
+23
| New | +$2K | ﹤0.01% | 672 |
|