MSFP
Mark Sheptoff Financial Planning’s J.M. Smucker SJM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $724K | Sell |
7,368
-6,266
| -46% | -$615K | 0.39% | 43 |
|
|
2025
Q1 | $1.61M | Buy |
13,634
+1,212
| +10% | +$144K | 0.89% | 25 |
|
|
2024
Q4 | $1.37M | Sell |
12,422
-1,213
| -9% | -$134K | 0.73% | 29 |
|
|
2024
Q3 | $1.65M | Sell |
13,635
-3,469
| -20% | -$420K | 0.88% | 25 |
|
|
2024
Q2 | $1.87M | Sell |
17,104
-10,344
| -38% | -$1.13M | 1.04% | 21 |
|
|
2024
Q1 | $3.45M | Sell |
27,448
-273
| -1% | -$34.4K | 1.92% | 11 |
|
|
2023
Q4 | $3.5M | Buy |
27,721
+2,052
| +8% | +$259K | 2.11% | 11 |
|
|
2023
Q3 | $3.15M | Buy |
25,669
+293
| +1% | +$36K | 2.03% | 12 |
|
|
2023
Q2 | $3.75M | Sell |
25,376
-144
| -0.6% | -$21.3K | 2.14% | 12 |
|
|
2023
Q1 | $4.02M | Buy |
25,520
+1
| +0% | +$157 | 2.33% | 11 |
|
|
2022
Q4 | $4.04M | Buy |
25,519
+2
| +0% | +$317 | 2.37% | 11 |
|
|
2022
Q3 | $3.51M | Buy |
25,517
+201
| +0.8% | +$27.6K | 2.13% | 12 |
|
|
2022
Q2 | $3.24M | Sell |
25,316
-74
| -0.3% | -$9.47K | 1.86% | 13 |
|
|
2022
Q1 | $3.44M | Buy |
25,390
+902
| +4% | +$122K | 1.73% | 12 |
|
|
2021
Q4 | $3.33M | Buy |
24,488
+101
| +0.4% | +$13.7K | 1.59% | 14 |
|
|
2021
Q3 | $2.93M | Buy |
24,387
+301
| +1% | +$36.1K | 1.61% | 14 |
|
|
2021
Q2 | $3.12M | Sell |
24,086
-358
| -1% | -$46.4K | 1.67% | 14 |
|
|
2021
Q1 | $3.09M | Buy |
24,444
+851
| +4% | +$108K | 1.78% | 12 |
|
|
2020
Q4 | $2.73M | Sell |
23,593
-1,099
| -4% | -$127K | 1.55% | 14 |
|
|
2020
Q3 | $2.85M | Buy |
24,692
+1,465
| +6% | +$169K | 1.76% | 12 |
|
|
2020
Q2 | $2.46M | Sell |
23,227
-500
| -2% | -$52.9K | 1.59% | 14 |
|
|
2020
Q1 | $2.63M | Sell |
23,727
-1,400
| -6% | -$155K | 1.99% | 11 |
|
|
2019
Q4 | $2.62M | Sell |
25,127
-50
| -0.2% | -$5.21K | 1.65% | 19 |
|
|
2019
Q3 | $2.77M | Hold |
25,177
| – | – | 1.87% | 12 |
|
|
2019
Q2 | $2.9M | Sell |
25,177
-532
| -2% | -$61.3K | 1.98% | 13 |
|
|
2019
Q1 | $3M | Sell |
25,709
-1,590
| -6% | -$185K | 2.16% | 13 |
|
|
2018
Q4 | $2.55M | Sell |
27,299
-2,140
| -7% | -$200K | 2.12% | 12 |
|
|
2018
Q3 | $3.02M | Buy |
29,439
+703
| +2% | +$72.1K | 2.07% | 14 |
|
|
2018
Q2 | $3.09M | Sell |
28,736
-14,529
| -34% | -$1.56M | 2.28% | 11 |
|
|
2018
Q1 | $5.37M | Sell |
43,265
-730
| -2% | -$90.5K | 3.72% | 5 |
|
|
2017
Q4 | $5.47M | Sell |
43,995
-3,939
| -8% | -$489K | 3.55% | 5 |
|
|
2017
Q3 | $5.03M | Sell |
47,934
-4,699
| -9% | -$493K | 3.38% | 5 |
|
|
2017
Q2 | $6.23M | Buy |
52,633
+105
| +0.2% | +$12.4K | 4.28% | 4 |
|
|
2017
Q1 | $6.89M | Sell |
52,528
-294
| -0.6% | -$38.5K | 4.91% | 2 |
|
|
2016
Q4 | $6.76M | Buy |
52,822
+105
| +0.2% | +$13.4K | 5.02% | 1 |
|
|
2016
Q3 | $7.15M | Buy |
52,717
+407
| +0.8% | +$55.2K | 5.31% | 1 |
|
|
2016
Q2 | $7.97M | Sell |
52,310
-494
| -0.9% | -$75.3K | 5.96% | 1 |
|
|
2016
Q1 | $6.86M | Sell |
52,804
-1,293
| -2% | -$168K | 5.57% | 1 |
|
|
2015
Q4 | $6.67M | Sell |
54,097
-469
| -0.9% | -$57.8K | 5.41% | 1 |
|
|
2015
Q3 | $6.23M | Buy |
54,566
+2,157
| +4% | +$246K | 5.46% | 1 |
|
|
2015
Q2 | $5.68M | Buy |
52,409
+363
| +0.7% | +$39.4K | 4.59% | 1 |
|
|
2015
Q1 | $6.02M | Buy |
52,046
+3,845
| +8% | +$445K | 5.02% | 1 |
|
|
2014
Q4 | $4.87M | Buy |
48,201
+807
| +2% | +$81.5K | 4.3% | 3 |
|
|
2014
Q3 | $4.69M | Buy |
47,394
+599
| +1% | +$59.3K | 4.15% | 3 |
|
|
2014
Q2 | $4.99M | Sell |
46,795
-1,195
| -2% | -$127K | 4.26% | 2 |
|
|
2014
Q1 | $4.67M | Buy |
+47,990
| New | +$4.67M | 4.13% | 2 |
|