MP
McDonald Partners’s J.M. Smucker SJM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.71M | Buy |
37,712
+3,463
| +10% | +$341K | 0.89% | 27 |
|
|
2025
Q1 | $4.06M | Sell |
34,249
-2,373
| -6% | -$281K | 1.06% | 23 |
|
|
2024
Q4 | $4.03M | Sell |
36,622
-3,102
| -8% | -$342K | 1.03% | 23 |
|
|
2024
Q3 | $4.81M | Sell |
39,724
-1,626
| -4% | -$197K | 1.2% | 16 |
|
|
2024
Q2 | $4.51M | Buy |
41,350
+12,235
| +42% | +$1.33M | 1.21% | 19 |
|
|
2024
Q1 | $3.66M | Buy |
29,115
+4,571
| +19% | +$575K | 1.01% | 25 |
|
|
2023
Q4 | $3.1M | Buy |
24,544
+174
| +0.7% | +$22K | 0.92% | 29 |
|
|
2023
Q3 | $3M | Buy |
24,370
+171
| +0.7% | +$21K | 0.97% | 26 |
|
|
2023
Q2 | $3.57M | Sell |
24,199
-70
| -0.3% | -$10.3K | 1.09% | 18 |
|
|
2023
Q1 | $3.82M | Sell |
24,269
-55
| -0.2% | -$8.66K | 1.24% | 15 |
|
|
2022
Q4 | $3.85M | Sell |
24,324
-40
| -0.2% | -$6.34K | 1.32% | 14 |
|
|
2022
Q3 | $3.35M | Sell |
24,364
-1,236
| -5% | -$170K | 1.28% | 15 |
|
|
2022
Q2 | $3.28M | Sell |
25,600
-498
| -2% | -$63.7K | 0.84% | 27 |
|
|
2022
Q1 | $3.53M | Buy |
+26,098
| New | +$3.53M | 0.77% | 31 |
|
|
2021
Q4 | – | Sell |
-25,754
| Closed | -$3.09M | – | 697 |
|
|
2021
Q3 | $3.09M | Buy |
25,754
+636
| +3% | +$76.3K | 0.73% | 36 |
|
|
2021
Q2 | $3.25M | Sell |
25,118
-729
| -3% | -$94.4K | 0.77% | 34 |
|
|
2021
Q1 | $3.27M | Buy |
25,847
+1,603
| +7% | +$203K | 0.84% | 32 |
|
|
2020
Q4 | $2.8M | Buy |
+24,244
| New | +$2.8M | 0.79% | 33 |
|