Klingman & Associates’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 | – | Sell |
-1,743
| Closed | -$206K | – | 318 |
|
|
2025
Q1 | $206K | Sell |
1,743
-82
| -4% | -$9.71K | 0.01% | 257 |
|
|
2024
Q4 | $201K | Sell |
1,825
-77
| -4% | -$8.48K | 0.01% | 252 |
|
|
2024
Q3 | $230K | Buy |
+1,902
| New | +$230K | 0.01% | 250 |
|
|
2024
Q2 | – | Sell |
-1,803
| Closed | -$227K | – | 254 |
|
|
2024
Q1 | $227K | Sell |
1,803
-3
| -0.2% | -$378 | 0.02% | 222 |
|
|
2023
Q4 | $228K | Buy |
1,806
+61
| +3% | +$7.71K | 0.02% | 212 |
|
|
2023
Q3 | $214K | Buy |
1,745
+22
| +1% | +$2.7K | 0.02% | 208 |
|
|
2023
Q2 | $254K | Sell |
1,723
-3
| -0.2% | -$443 | 0.02% | 184 |
|
|
2023
Q1 | $272K | Buy |
1,726
+1
| +0.1% | +$157 | 0.02% | 160 |
|
|
2022
Q4 | $273K | Sell |
1,725
-16
| -0.9% | -$2.54K | 0.02% | 166 |
|
|
2022
Q3 | $239K | Sell |
1,741
-2
| -0.1% | -$275 | 0.02% | 165 |
|
|
2022
Q2 | $223K | Sell |
1,743
-7
| -0.4% | -$896 | 0.02% | 178 |
|
|
2022
Q1 | $237K | Buy |
+1,750
| New | +$237K | 0.02% | 181 |
|
|
2016
Q4 | – | Sell |
-68
| Closed | -$9K | – | 283 |
|
|
2016
Q3 | $9K | Hold |
68
| – | – | ﹤0.01% | 298 |
|
|
2016
Q2 | $10K | Hold |
68
| – | – | ﹤0.01% | 297 |
|
|
2016
Q1 | $9K | Hold |
68
| – | – | ﹤0.01% | 302 |
|
|
2015
Q4 | $8K | Sell |
68
-1
| -1% | -$118 | ﹤0.01% | 317 |
|
|
2015
Q3 | $7K | Hold |
69
| – | – | ﹤0.01% | 339 |
|
|
2015
Q2 | $7K | Hold |
69
| – | – | ﹤0.01% | 331 |
|
|
2015
Q1 | $8K | Hold |
69
| – | – | ﹤0.01% | 290 |
|
|
2014
Q4 | $6K | Buy |
+69
| New | +$6K | ﹤0.01% | 314 |
|