Mather Group’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 | – | Sell |
-1,519
| Closed | -$180K | – | 1535 |
|
|
2025
Q1 | $180K | Sell |
1,519
-91
| -6% | -$10.8K | ﹤0.01% | 620 |
|
|
2024
Q4 | $177K | Sell |
1,610
-172
| -10% | -$18.9K | ﹤0.01% | 607 |
|
|
2024
Q3 | $216K | Sell |
1,782
-801
| -31% | -$97K | ﹤0.01% | 547 |
|
|
2024
Q2 | $325K | Buy |
2,583
+200
| +8% | +$25.2K | ﹤0.01% | 510 |
|
|
2024
Q1 | $301K | Sell |
2,383
-2
| -0.1% | -$253 | ﹤0.01% | 442 |
|
|
2023
Q4 | $301K | Sell |
2,385
-571
| -19% | -$72.2K | ﹤0.01% | 454 |
|
|
2023
Q3 | $363K | Sell |
2,956
-4,609
| -61% | -$567K | 0.01% | 398 |
|
|
2023
Q2 | $1.12M | Sell |
7,565
-947
| -11% | -$140K | 0.02% | 212 |
|
|
2023
Q1 | $1.34M | Buy |
8,512
+2,657
| +45% | +$418K | 0.02% | 181 |
|
|
2022
Q4 | $928K | Buy |
5,855
+667
| +13% | +$106K | 0.02% | 221 |
|
|
2022
Q3 | $713K | Buy |
+5,188
| New | +$713K | 0.02% | 239 |
|