Loring Wolcott & Coolidge Fiduciary Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $45.4K | Hold |
|
|||||
|
2025
Q2 | $43.5K | Hold |
|
|||||
|
2025
Q1 | $52.1K | Sell |
|
|||||
|
2024
Q4 | $52.9K | Hold |
|
|||||
|
2024
Q3 | $57.7K | Hold |
|
|||||
|
2024
Q2 | $57.9K | Hold |
|
|||||
|
2024
Q1 | $57.9K | Hold |
|
|||||
|
2023
Q4 | $64.9K | Hold |
|
|||||
|
2023
Q3 | $56.2K | Sell |
|
|||||
|
2023
Q2 | $91.9K | Hold |
|
|||||
|
2023
Q1 | $97.9K | Hold |
|
|||||
|
2022
Q4 | $98.6K | Hold |
|
|||||
|
2022
Q3 | $85K | Hold |
|
|||||
|
2022
Q2 | $80K | Sell |
|
|||||
|
2022
Q1 | $92K | Hold |
|
|||||
|
2021
Q4 | $93K | Sell |
|
|||||
|
2021
Q3 | $236K | Sell |
|
|||||
|
2021
Q2 | $320K | Buy |
|
|||||
|
2021
Q1 | $296K | Buy |
|
|||||
|
2020
Q4 | $268K | Sell |
|
|||||
|
2020
Q3 | $270K | Hold |
|
|||||
|
2020
Q2 | $247K | Sell |
|
|||||
|
2020
Q1 | $282K | Sell |
|
|||||
|
2019
Q4 | $301K | Buy |
|
|||||
|
2019
Q3 | $299K | Sell |
|
|||||
|
2019
Q2 | $316K | Sell |
|
|||||
|
2019
Q1 | $329K | Buy |
|
|||||
|
2018
Q4 | $261K | Buy |
|
|||||
|
2018
Q3 | $264K | Sell |
|
|||||
|
2018
Q2 | $299K | Sell |
|
|||||
|
2018
Q1 | $360K | Sell |
|
|||||
|
2017
Q4 | $393K | Sell |
|
|||||
|
2017
Q3 | $337K | Buy |
|
|||||
|
2017
Q2 | $385K | Buy |
|
|||||
|
2017
Q1 | $413K | Buy |
|
|||||
|
2016
Q4 | $387K | Buy |
|
|||||
|
2016
Q3 | $392K | Hold |
|
|||||
|
2016
Q2 | $441K | Buy |
|
|||||
|
2016
Q1 | $362K | Buy |
|
|||||
|
2015
Q4 | $332K | Hold |
|
|||||
|
2015
Q3 | $292K | Hold |
|
|||||
|
2015
Q2 | $292K | Hold |
|
|||||
|
2015
Q1 | $311K | Hold |
|
|||||
|
2014
Q4 | $272K | Buy |
|
|||||
|
2014
Q3 | $254K | Sell |
|
|||||
|
2014
Q2 | $437K | Hold |
|
|||||
|
2014
Q1 | $398K | Buy |
|
|||||
|
2013
Q4 | $392K | Buy |
|
|||||
|
2013
Q3 | $345K | Hold |
|
|||||
|
2013
Q2 | $339K | Buy |
|