Laird Norton Wetherby Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,789
| Closed | -$217K | – | 942 |
|
|
2024
Q3 | $217K | Buy |
+1,789
| New | +$211K | 0.01% | 844 |
|
|
2024
Q2 | – | Sell |
-1,784
| Closed | -$225K | – | 971 |
|
|
2024
Q1 | $225K | Sell |
1,784
-110
| -6% | -$13.9K | 0.01% | 847 |
|
|
2023
Q4 | $239K | Sell |
1,894
-19
| -1% | -$2.2K | 0.01% | 801 |
|
|
2023
Q3 | $235K | Sell |
1,913
-233
| -11% | -$33.1K | 0.01% | 763 |
|
|
2023
Q2 | $317K | Sell |
2,146
-176
| -8% | -$26.8K | 0.02% | 696 |
|
|
2023
Q1 | $365K | Buy |
2,322
+481
| +26% | +$73.1K | 0.02% | 637 |
|
|
2022
Q4 | $292K | Buy |
1,841
+32
| +2% | +$4.77K | 0.02% | 692 |
|
|
2022
Q3 | $249K | Buy |
1,809
+116
| +7% | +$15.8K | 0.02% | 727 |
|
|
2022
Q2 | $217K | Sell |
1,693
-125
| -7% | -$16.7K | 0.01% | 793 |
|
|
2022
Q1 | $246K | Sell |
1,818
-202
| -10% | -$27.5K | 0.01% | 783 |
|
|
2021
Q4 | $274K | Buy |
2,020
+145
| +8% | +$18.5K | 0.02% | 753 |
|
|
2021
Q3 | $225K | Sell |
1,875
-210
| -10% | -$26.7K | 0.01% | 820 |
|
|
2021
Q2 | $270K | Buy |
2,085
+6
| +0.3% | +$797 | 0.02% | 753 |
|
|
2021
Q1 | $263K | Buy |
2,079
+31
| +2% | +$3.66K | 0.02% | 656 |
|
|
2020
Q4 | $237K | Sell |
2,048
-88
| -4% | -$10.2K | 0.02% | 758 |
|
|
2020
Q3 | $246K | Buy |
2,136
+189
| +10% | +$21.1K | 0.02% | 584 |
|
|
2020
Q2 | $206K | Sell |
1,947
-29
| -1% | -$3.26K | 0.02% | 638 |
|
|
2020
Q1 | $219K | Buy |
+1,976
| New | +$211K | 0.02% | 548 |
|
|
2019
Q2 | – | Sell |
-1,758
| Closed | -$204K | – | 696 |
|
|
2019
Q1 | $204K | Buy |
+1,758
| New | +$184K | 0.03% | 618 |
|
|
2018
Q2 | – | Sell |
-2,086
| Closed | -$259K | – | 662 |
|
|
2018
Q1 | $259K | Buy |
2,086
+133
| +7% | +$16.6K | 0.04% | 517 |
|
|
2017
Q4 | $243K | Buy |
+1,953
| New | +$217K | 0.03% | 524 |
|
Other funds holding SJM
AI
