Kesler Norman & Wride’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 | $220K | Sell |
2,245
-59
| -3% | -$5.79K | 0.04% | 216 |
|
|
2025
Q1 | $273K | Sell |
2,304
-4
| -0.2% | -$474 | 0.05% | 196 |
|
|
2024
Q4 | $254K | Sell |
2,308
-1,353
| -37% | -$149K | 0.05% | 204 |
|
|
2024
Q3 | $443K | Sell |
3,661
-729
| -17% | -$88.3K | 0.09% | 179 |
|
|
2024
Q2 | $479K | Sell |
4,390
-608
| -12% | -$66.3K | 0.1% | 136 |
|
|
2024
Q1 | $629K | Sell |
4,998
-5,153
| -51% | -$649K | 0.13% | 121 |
|
|
2023
Q4 | $1.28M | Sell |
10,151
-2,581
| -20% | -$326K | 0.29% | 91 |
|
|
2023
Q3 | $1.56M | Sell |
12,732
-869
| -6% | -$107K | 0.39% | 81 |
|
|
2023
Q2 | $2.01M | Buy |
13,601
+156
| +1% | +$23K | 0.49% | 63 |
|
|
2023
Q1 | $2.12M | Buy |
13,445
+753
| +6% | +$118K | 0.53% | 57 |
|
|
2022
Q4 | $2.01M | Buy |
12,692
+4,441
| +54% | +$704K | 0.52% | 59 |
|
|
2022
Q3 | $1.13M | Sell |
8,251
-45
| -0.5% | -$6.19K | 0.32% | 82 |
|
|
2022
Q2 | $1.06M | Buy |
8,296
+8
| +0.1% | +$1.02K | 0.29% | 87 |
|
|
2022
Q1 | $1.12M | Sell |
8,288
-21
| -0.3% | -$2.84K | 0.25% | 85 |
|
|
2021
Q4 | $1.13M | Buy |
8,309
+103
| +1% | +$14K | 0.24% | 95 |
|
|
2021
Q3 | $985K | Buy |
8,206
+55
| +0.7% | +$6.6K | 0.23% | 102 |
|
|
2021
Q2 | $1.07M | Sell |
8,151
-2,616
| -24% | -$343K | 0.25% | 100 |
|
|
2021
Q1 | $1.36M | Buy |
10,767
+1,145
| +12% | +$145K | 0.34% | 78 |
|
|
2020
Q4 | $1.11M | Buy |
+9,622
| New | +$1.11M | 0.31% | 83 |
|