McDonald Partners’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
Q2 | $3.71M | Buy |
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|
2025
Q1 | $4.06M | Sell |
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|
2024
Q4 | $4.03M | Sell |
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|
2024
Q3 | $4.81M | Sell |
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|
2024
Q2 | $4.51M | Buy |
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|
2024
Q1 | $3.66M | Buy |
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|
2023
Q4 | $3.1M | Buy |
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|
2023
Q3 | $3M | Buy |
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|
2023
Q2 | $3.57M | Sell |
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|
2023
Q1 | $3.82M | Sell |
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|
2022
Q4 | $3.85M | Sell |
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|
2022
Q3 | $3.35M | Sell |
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|
2022
Q2 | $3.28M | Sell |
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|
2022
Q1 | $3.53M | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $3.09M | Buy |
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|
2021
Q2 | $3.25M | Sell |
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|
2021
Q1 | $3.27M | Buy |
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|
2020
Q4 | $2.8M | Buy |
|