Moneta Group Investment Advisors’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
Q4 | – | Sell |
-2,524
| Closed | -$274K | – | 847 |
|
|
2025
Q3 | $274K | Buy |
2,524
+354
| +16% | +$38.4K | ﹤0.01% | 650 |
|
|
2025
Q2 | $213K | Buy |
2,170
+41
| +2% | +$4.51K | ﹤0.01% | 657 |
|
|
2025
Q1 | $252K | Buy |
2,129
+85
| +4% | +$9.18K | ﹤0.01% | 565 |
|
|
2024
Q4 | $225K | Sell |
2,044
-98
| -5% | -$11.3K | ﹤0.01% | 603 |
|
|
2024
Q3 | $259K | Buy |
2,142
+19
| +0.9% | +$2.24K | ﹤0.01% | 556 |
|
|
2024
Q2 | $231K | Sell |
2,123
-44
| -2% | -$4.98K | ﹤0.01% | 548 |
|
|
2024
Q1 | $273K | Sell |
2,167
-414
| -16% | -$52.4K | ﹤0.01% | 511 |
|
|
2023
Q4 | $326K | Sell |
2,581
-418
| -14% | -$48.4K | 0.01% | 429 |
|
|
2023
Q3 | $369K | Buy |
2,999
+644
| +27% | +$91.5K | 0.01% | 368 |
|
|
2023
Q2 | $348K | Sell |
2,355
-27
| -1% | -$4.12K | 0.01% | 402 |
|
|
2023
Q1 | $375K | Buy |
2,382
+86
| +4% | +$13.1K | 0.01% | 368 |
|
|
2022
Q4 | $351K | Sell |
2,296
-171
| -7% | -$25.5K | 0.01% | 348 |
|
|
2022
Q3 | $339K | Buy |
2,467
+84
| +4% | +$11.4K | 0.01% | 332 |
|
|
2022
Q2 | $305K | Buy |
2,383
+108
| +5% | +$14.4K | 0.01% | 383 |
|
|
2022
Q1 | $308K | Sell |
2,275
-44
| -2% | -$6K | 0.01% | 355 |
|
|
2021
Q4 | $315K | Sell |
2,319
-55
| -2% | -$7.01K | 0.01% | 375 |
|
|
2021
Q3 | $285K | Buy |
2,374
+5
| +0.2% | +$636 | 0.01% | 370 |
|
|
2021
Q2 | $307K | Sell |
2,369
-2
| -0.1% | -$266 | 0.01% | 359 |
|
|
2021
Q1 | $300K | Buy |
2,371
+286
| +14% | +$33.8K | 0.02% | 333 |
|
|
2020
Q4 | $241K | Buy |
+2,085
| New | +$242K | 0.02% | 278 |
|
|
2019
Q3 | – | Sell |
-1,675
| Closed | -$193K | – | 301 |
|
|
2019
Q2 | $193K | Buy |
1,675
+10
| +0.6% | +$1.22K | 0.02% | 217 |
|
|
2019
Q1 | $194K | Buy |
+1,665
| New | +$174K | 0.02% | 209 |
|
|
2018
Q3 | – | Sell |
-2,850
| Closed | -$306K | – | 345 |
|
|
2018
Q2 | $306K | Buy |
2,850
+943
| +49% | +$106K | 0.03% | 209 |
|
|
2018
Q1 | $236K | Buy |
1,907
+321
| +20% | +$40.1K | 0.03% | 187 |
|
|
2017
Q4 | $197K | Buy |
+1,586
| New | +$176K | 0.03% | 194 |
|
|
2015
Q4 | – | Sell |
-86
| Closed | -$10K | – | 367 |
|
|
2015
Q3 | $10K | Buy |
+86
| New | +$9.59K | ﹤0.01% | 419 |
|
Other funds holding SJM
