Manchester Capital Management’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
$2.65K Sell
27
-1,185
-98% -$116K ﹤0.01% 973
2025
Q1
$144K Sell
1,212
-15
-1% -$1.78K 0.02% 377
2024
Q4
$135K Buy
1,227
+294
+32% +$32.4K 0.02% 395
2024
Q3
$113K Buy
933
+4
+0.4% +$484 0.01% 416
2024
Q2
$101K Buy
929
+3
+0.3% +$327 0.01% 415
2024
Q1
$117K Sell
926
-3,616
-80% -$455K 0.01% 385
2023
Q4
$574K Buy
4,542
+104
+2% +$13.1K 0.08% 152
2023
Q3
$545K Buy
4,438
+1
+0% +$123 0.08% 146
2023
Q2
$655K Sell
4,437
-4,756
-52% -$702K 0.09% 138
2023
Q1
$1.45M Buy
9,193
+872
+10% +$137K 0.19% 76
2022
Q4
$1.32M Buy
8,321
+8,287
+24,374% +$1.31M 0.19% 76
2022
Q3
$5K Hold
34
﹤0.01% 524
2022
Q2
$4K Hold
34
﹤0.01% 593
2022
Q1
$5K Hold
34
﹤0.01% 658
2021
Q4
$5K Sell
34
-945
-97% -$139K ﹤0.01% 685
2021
Q3
$118K Buy
979
+70
+8% +$8.44K 0.02% 343
2021
Q2
$118K Sell
909
-2
-0.2% -$260 0.02% 316
2021
Q1
$115K Buy
911
+26
+3% +$3.28K 0.02% 313
2020
Q4
$102K Buy
885
+10
+1% +$1.15K 0.02% 307
2020
Q3
$101K Hold
875
0.02% 278
2020
Q2
$93K Sell
875
-50
-5% -$5.31K 0.01% 303
2020
Q1
$103K Buy
925
+305
+49% +$34K 0.02% 278
2019
Q4
$65K Hold
620
0.01% 345
2019
Q3
$68K Hold
620
0.01% 339
2019
Q2
$71K Hold
620
0.01% 342
2019
Q1
$72K Buy
620
+124
+25% +$14.4K 0.01% 348
2018
Q4
$53K Hold
496
0.01% 345
2018
Q3
$51K Hold
496
0.01% 357
2018
Q2
$53K Buy
496
+228
+85% +$24.4K 0.01% 354
2018
Q1
$33K Hold
268
0.01% 390
2017
Q4
$33K Buy
268
+218
+436% +$26.8K ﹤0.01% 380
2017
Q3
$5K Hold
50
﹤0.01% 451
2017
Q2
$6K Buy
+50
New +$6K ﹤0.01% 449
2015
Q1
Sell
-387
Closed -$39K 834
2014
Q4
$39K Hold
387
﹤0.01% 769
2014
Q3
$38K Hold
387
0.01% 782
2014
Q2
$41K Buy
387
+379
+4,738% +$40.2K 0.01% 751
2014
Q1
$1K Buy
+8
New +$1K ﹤0.01% 985