Mitchell Sinkler & Starr’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 | $416K | Buy |
4,234
+274
| +7% | +$26.9K | 0.2% | 104 |
|
|
2025
Q1 | $469K | Buy |
3,960
+1,235
| +45% | +$146K | 0.13% | 109 |
|
|
2024
Q4 | $300K | Hold |
2,725
| – | – | 0.08% | 138 |
|
|
2024
Q3 | $330K | Buy |
2,725
+300
| +12% | +$36.3K | 0.08% | 129 |
|
|
2024
Q2 | $292K | Buy |
+2,425
| New | +$292K | 0.08% | 128 |
|
|
2024
Q1 | – | Sell |
-9,433
| Closed | -$1.19M | – | 225 |
|
|
2023
Q4 | $1.19M | Buy |
9,433
+7,658
| +431% | +$968K | 0.22% | 87 |
|
|
2023
Q3 | $218K | Sell |
1,775
-225
| -11% | -$27.7K | 0.07% | 104 |
|
|
2023
Q2 | $295K | Hold |
2,000
| – | – | 0.08% | 124 |
|
|
2023
Q1 | $315K | Sell |
2,000
-50
| -2% | -$7.87K | 0.09% | 117 |
|
|
2022
Q4 | $325K | Hold |
2,050
| – | – | 0.1% | 115 |
|
|
2022
Q3 | $282K | Sell |
2,050
-230
| -10% | -$31.6K | 0.11% | 96 |
|
|
2022
Q2 | $292K | Buy |
2,280
+490
| +27% | +$62.8K | 0.11% | 98 |
|
|
2022
Q1 | $242K | Sell |
1,790
-125
| -7% | -$16.9K | 0.08% | 112 |
|
|
2021
Q4 | $260K | Hold |
1,915
| – | – | 0.08% | 110 |
|
|
2021
Q3 | $230K | Hold |
1,915
| – | – | 0.21% | 100 |
|
|
2021
Q2 | $248K | Hold |
1,915
| – | – | 0.23% | 95 |
|
|
2021
Q1 | $242K | Buy |
+1,915
| New | +$242K | 0.23% | 94 |
|
|
2020
Q4 | – | Sell |
-2,245
| Closed | -$259K | – | 98 |
|
|
2020
Q3 | $259K | Hold |
2,245
| – | – | 0.26% | 83 |
|
|
2020
Q2 | $238K | Hold |
2,245
| – | – | 0.27% | 85 |
|
|
2020
Q1 | $249K | Hold |
2,245
| – | – | 0.33% | 83 |
|
|
2019
Q4 | $234K | Hold |
2,245
| – | – | 0.25% | 91 |
|
|
2019
Q3 | $247K | Sell |
2,245
-375
| -14% | -$41.3K | 0.32% | 82 |
|
|
2019
Q2 | $302K | Hold |
2,620
| – | – | 0.35% | 82 |
|
|
2019
Q1 | $305K | Sell |
2,620
-200
| -7% | -$23.3K | 0.35% | 80 |
|
|
2018
Q4 | $264K | Hold |
2,820
| – | – | 0.33% | 81 |
|
|
2018
Q3 | $289K | Hold |
2,820
| – | – | 0.3% | 83 |
|
|
2018
Q2 | $303K | Buy |
2,820
+590
| +26% | +$63.4K | 0.33% | 80 |
|
|
2018
Q1 | $277K | Buy |
+2,230
| New | +$277K | 0.32% | 78 |
|
|
2016
Q3 | – | Sell |
-1,380
| Closed | -$210K | – | 77 |
|
|
2016
Q2 | $210K | Buy |
+1,380
| New | +$210K | 0.29% | 80 |
|
|
2015
Q2 | – | Sell |
-2,123
| Closed | -$246K | – | 99 |
|
|
2015
Q1 | $246K | Hold |
2,123
| – | – | 0.28% | 89 |
|
|
2014
Q4 | $214K | Sell |
2,123
-500
| -19% | -$50.4K | 0.24% | 90 |
|
|
2014
Q3 | $260K | Buy |
2,623
+450
| +21% | +$44.6K | 0.29% | 78 |
|
|
2014
Q2 | $232K | Hold |
2,173
| – | – | 0.25% | 79 |
|
|
2014
Q1 | $211K | Hold |
2,173
| – | – | 0.24% | 83 |
|
|
2013
Q4 | $225K | Hold |
2,173
| – | – | 0.25% | 77 |
|
|
2013
Q3 | $228K | Sell |
2,173
-57,991
| -96% | -$6.08M | 0.26% | 76 |
|
|
2013
Q2 | $6.21M | Buy |
+60,164
| New | +$6.21M | 1.36% | 20 |
|