LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s J.M. Smucker SJM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $43.5K | Hold |
443
| – | – | ﹤0.01% | 397 |
|
|
2025
Q1 | $52.1K | Sell |
443
-50
| -10% | -$5.88K | ﹤0.01% | 380 |
|
|
2024
Q4 | $52.9K | Hold |
493
| – | – | ﹤0.01% | 384 |
|
|
2024
Q3 | $57.7K | Hold |
493
| – | – | ﹤0.01% | 378 |
|
|
2024
Q2 | $57.9K | Hold |
493
| – | – | ﹤0.01% | 380 |
|
|
2024
Q1 | $57.9K | Hold |
493
| – | – | ﹤0.01% | 381 |
|
|
2023
Q4 | $64.9K | Hold |
493
| – | – | ﹤0.01% | 382 |
|
|
2023
Q3 | $56.2K | Sell |
493
-129
| -21% | -$14.7K | ﹤0.01% | 410 |
|
|
2023
Q2 | $91.9K | Hold |
622
| – | – | ﹤0.01% | 376 |
|
|
2023
Q1 | $97.9K | Hold |
622
| – | – | ﹤0.01% | 345 |
|
|
2022
Q4 | $98.6K | Hold |
622
| – | – | ﹤0.01% | 345 |
|
|
2022
Q3 | $85K | Hold |
622
| – | – | ﹤0.01% | 363 |
|
|
2022
Q2 | $80K | Sell |
622
-60
| -9% | -$7.72K | ﹤0.01% | 381 |
|
|
2022
Q1 | $92K | Hold |
682
| – | – | ﹤0.01% | 386 |
|
|
2021
Q4 | $93K | Sell |
682
-1,288
| -65% | -$176K | ﹤0.01% | 394 |
|
|
2021
Q3 | $236K | Sell |
1,970
-500
| -20% | -$59.9K | ﹤0.01% | 290 |
|
|
2021
Q2 | $320K | Buy |
2,470
+134
| +6% | +$17.4K | ﹤0.01% | 263 |
|
|
2021
Q1 | $296K | Buy |
2,336
+15
| +0.6% | +$1.9K | ﹤0.01% | 255 |
|
|
2020
Q4 | $268K | Sell |
2,321
-16
| -0.7% | -$1.85K | ﹤0.01% | 257 |
|
|
2020
Q3 | $270K | Hold |
2,337
| – | – | ﹤0.01% | 241 |
|
|
2020
Q2 | $247K | Sell |
2,337
-200
| -8% | -$21.1K | ﹤0.01% | 234 |
|
|
2020
Q1 | $282K | Sell |
2,537
-350
| -12% | -$38.9K | ﹤0.01% | 215 |
|
|
2019
Q4 | $301K | Buy |
2,887
+171
| +6% | +$17.8K | ﹤0.01% | 233 |
|
|
2019
Q3 | $299K | Sell |
2,716
-25
| -0.9% | -$2.75K | ﹤0.01% | 224 |
|
|
2019
Q2 | $316K | Sell |
2,741
-79
| -3% | -$9.11K | ﹤0.01% | 223 |
|
|
2019
Q1 | $329K | Buy |
2,820
+25
| +0.9% | +$2.92K | 0.01% | 215 |
|
|
2018
Q4 | $261K | Buy |
2,795
+220
| +9% | +$20.5K | ﹤0.01% | 236 |
|
|
2018
Q3 | $264K | Sell |
2,575
-208
| -7% | -$21.3K | ﹤0.01% | 242 |
|
|
2018
Q2 | $299K | Sell |
2,783
-122
| -4% | -$13.1K | 0.01% | 240 |
|
|
2018
Q1 | $360K | Sell |
2,905
-256
| -8% | -$31.7K | 0.01% | 221 |
|
|
2017
Q4 | $393K | Sell |
3,161
-54
| -2% | -$6.71K | 0.01% | 219 |
|
|
2017
Q3 | $337K | Buy |
3,215
+60
| +2% | +$6.29K | 0.01% | 229 |
|
|
2017
Q2 | $385K | Buy |
3,155
+3
| +0.1% | +$366 | 0.01% | 212 |
|
|
2017
Q1 | $413K | Buy |
3,152
+129
| +4% | +$16.9K | 0.01% | 205 |
|
|
2016
Q4 | $387K | Buy |
3,023
+131
| +5% | +$16.8K | 0.01% | 210 |
|
|
2016
Q3 | $392K | Hold |
2,892
| – | – | 0.01% | 203 |
|
|
2016
Q2 | $441K | Buy |
2,892
+105
| +4% | +$16K | 0.01% | 192 |
|
|
2016
Q1 | $362K | Buy |
2,787
+98
| +4% | +$12.7K | 0.01% | 202 |
|
|
2015
Q4 | $332K | Hold |
2,689
| – | – | 0.01% | 227 |
|
|
2015
Q3 | $292K | Hold |
2,689
| – | – | 0.01% | 243 |
|
|
2015
Q2 | $292K | Hold |
2,689
| – | – | 0.01% | 243 |
|
|
2015
Q1 | $311K | Hold |
2,689
| – | – | 0.01% | 247 |
|
|
2014
Q4 | $272K | Buy |
2,689
+122
| +5% | +$12.3K | 0.01% | 247 |
|
|
2014
Q3 | $254K | Sell |
2,567
-1,530
| -37% | -$151K | 0.01% | 241 |
|
|
2014
Q2 | $437K | Hold |
4,097
| – | – | 0.01% | 204 |
|
|
2014
Q1 | $398K | Buy |
4,097
+313
| +8% | +$30.4K | 0.01% | 209 |
|
|
2013
Q4 | $392K | Buy |
3,784
+500
| +15% | +$51.8K | 0.01% | 205 |
|
|
2013
Q3 | $345K | Hold |
3,284
| – | – | 0.01% | 206 |
|
|
2013
Q2 | $339K | Buy |
+3,284
| New | +$339K | 0.01% | 218 |
|