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