Kurt F. Somerville’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
|
|||||
|
2023
Q2 | $236K | Hold |
|
|||||
|
2023
Q1 | $252K | Hold |
|
|||||
|
2022
Q4 | $254K | Hold |
|
|||||
|
2022
Q3 | $219K | Hold |
|
|||||
|
2022
Q2 | $205K | Hold |
|
|||||
|
2022
Q1 | $217K | Hold |
|
|||||
|
2021
Q4 | $217K | Buy |
|
|||||
|
2021
Q3 | – | Sell |
|
|||||
|
2021
Q2 | $207K | Hold |
|
|||||
|
2021
Q1 | $202K | Buy |
|
|||||
|
2019
Q3 | – | Sell |
|
|||||
|
2019
Q2 | $388K | Sell |
|
|||||
|
2019
Q1 | $610K | Sell |
|
|||||
|
2018
Q4 | $822K | Sell |
|
|||||
|
2018
Q3 | $2.56M | Sell |
|
|||||
|
2018
Q2 | $3.25M | Buy |
|
|||||
|
2018
Q1 | $3.67M | Sell |
|
|||||
|
2017
Q4 | $4.19M | Sell |
|
|||||
|
2017
Q3 | $6.49M | Buy |
|
|||||
|
2017
Q2 | $6.98M | Buy |
|
|||||
|
2017
Q1 | $5.79M | Buy |
|
|||||
|
2016
Q4 | $2.96M | Buy |
|
|||||
|
2016
Q3 | $2.16M | Sell |
|
|||||
|
2016
Q2 | $2.56M | Sell |
|
|||||
|
2016
Q1 | $2.18M | Sell |
|
|||||
|
2015
Q4 | $2.1M | Buy |
|
|||||
|
2015
Q3 | $932K | Hold |
|
|||||
|
2015
Q2 | $886K | Sell |
|
|||||
|
2015
Q1 | $949K | Sell |
|
|||||
|
2014
Q4 | $829K | Buy |
|
|||||
|
2014
Q3 | $510K | Sell |
|
|||||
|
2014
Q2 | $592K | Sell |
|
|||||
|
2014
Q1 | $560K | Sell |
|
|||||
|
2013
Q4 | $819K | Sell |
|
|||||
|
2013
Q3 | $856K | Sell |
|
|||||
|
2013
Q2 | $845K | Buy |
|