Monetary Management 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 | $34.4K | Hold |
350
| – | – | 0.01% | 276 |
|
2025
Q1 | $41.4K | Hold |
350
| – | – | 0.01% | 261 |
|
2024
Q4 | $38.5K | Hold |
350
| – | – | 0.01% | 270 |
|
2024
Q3 | $42.4K | Hold |
350
| – | – | 0.01% | 263 |
|
2024
Q2 | $38.2K | Hold |
350
| – | – | 0.01% | 269 |
|
2024
Q1 | $44.1K | Hold |
350
| – | – | 0.01% | 260 |
|
2023
Q4 | $44.2K | Hold |
350
| – | – | 0.01% | 253 |
|
2023
Q3 | $43K | Hold |
350
| – | – | 0.01% | 254 |
|
2023
Q2 | $51.7K | Hold |
350
| – | – | 0.02% | 249 |
|
2023
Q1 | $55.1K | Hold |
350
| – | – | 0.02% | 250 |
|
2022
Q4 | $55.5K | Hold |
350
| – | – | 0.02% | 252 |
|
2022
Q3 | $48K | Hold |
350
| – | – | 0.02% | 259 |
|
2022
Q2 | $45K | Hold |
350
| – | – | 0.01% | 264 |
|
2022
Q1 | $47K | Hold |
350
| – | – | 0.01% | 276 |
|
2021
Q4 | $48K | Hold |
350
| – | – | 0.01% | 274 |
|
2021
Q3 | $42K | Hold |
350
| – | – | 0.01% | 267 |
|
2021
Q2 | $45K | Hold |
350
| – | – | 0.01% | 255 |
|
2021
Q1 | $44K | Hold |
350
| – | – | 0.01% | 250 |
|
2020
Q4 | $40K | Hold |
350
| – | – | 0.01% | 245 |
|
2020
Q3 | $40K | Hold |
350
| – | – | 0.01% | 226 |
|
2020
Q2 | $37K | Hold |
350
| – | – | 0.01% | 223 |
|
2020
Q1 | $39K | Sell |
350
-100
| -22% | -$11.1K | 0.02% | 207 |
|
2019
Q4 | $47K | Hold |
450
| – | – | 0.02% | 226 |
|
2019
Q3 | $50K | Hold |
450
| – | – | 0.02% | 225 |
|
2019
Q2 | $52K | Hold |
450
| – | – | 0.02% | 225 |
|
2019
Q1 | $52K | Hold |
450
| – | – | 0.02% | 226 |
|
2018
Q4 | $42K | Hold |
450
| – | – | 0.02% | 227 |
|
2018
Q3 | $46K | Hold |
450
| – | – | 0.02% | 243 |
|
2018
Q2 | $48K | Hold |
450
| – | – | 0.02% | 240 |
|
2018
Q1 | $56K | Hold |
450
| – | – | 0.02% | 233 |
|
2017
Q4 | $56K | Hold |
450
| – | – | 0.02% | 228 |
|
2017
Q3 | $47K | Hold |
450
| – | – | 0.02% | 229 |
|
2017
Q2 | $53K | Hold |
450
| – | – | 0.02% | 225 |
|
2017
Q1 | $59K | Hold |
450
| – | – | 0.03% | 213 |
|
2016
Q4 | $58K | Hold |
450
| – | – | 0.03% | 216 |
|
2016
Q3 | $61K | Hold |
450
| – | – | 0.03% | 202 |
|
2016
Q2 | $69K | Hold |
450
| – | – | 0.03% | 196 |
|
2016
Q1 | $58K | Hold |
450
| – | – | 0.03% | 207 |
|
2015
Q4 | $56K | Hold |
450
| – | – | 0.03% | 215 |
|
2015
Q3 | $51K | Hold |
450
| – | – | 0.03% | 226 |
|
2015
Q2 | $49K | Hold |
450
| – | – | 0.02% | 246 |
|
2015
Q1 | $52K | Hold |
450
| – | – | 0.02% | 256 |
|
2014
Q4 | $45K | Sell |
450
-400
| -47% | -$40K | 0.02% | 264 |
|
2014
Q3 | $84K | Hold |
850
| – | – | 0.04% | 216 |
|
2014
Q2 | $91K | Hold |
850
| – | – | 0.04% | 210 |
|
2014
Q1 | $83K | Sell |
850
-450
| -35% | -$43.9K | 0.04% | 193 |
|
2013
Q4 | $135K | Hold |
1,300
| – | – | 0.06% | 179 |
|
2013
Q3 | $137K | Sell |
1,300
-1,700
| -57% | -$179K | 0.07% | 171 |
|
2013
Q2 | $309K | Buy |
+3,000
| New | +$309K | 0.17% | 125 |
|