MLL
Moody Lynn & Lieberson’s J.M. Smucker SJM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $226K | Buy |
2,299
+10
| +0.4% | +$982 | 0.01% | 239 |
|
|
2025
Q1 | $271K | Hold |
2,289
| – | – | 0.02% | 215 |
|
|
2024
Q4 | $252K | Hold |
2,289
| – | – | 0.02% | 214 |
|
|
2024
Q3 | $277K | Hold |
2,289
| – | – | 0.02% | 219 |
|
|
2024
Q2 | $250K | Hold |
2,289
| – | – | 0.02% | 215 |
|
|
2024
Q1 | $288K | Hold |
2,289
| – | – | 0.02% | 201 |
|
|
2023
Q4 | $289K | Hold |
2,289
| – | – | 0.02% | 197 |
|
|
2023
Q3 | $281K | Hold |
2,289
| – | – | 0.02% | 175 |
|
|
2023
Q2 | $338K | Hold |
2,289
| – | – | 0.03% | 178 |
|
|
2023
Q1 | $360K | Hold |
2,289
| – | – | 0.03% | 180 |
|
|
2022
Q4 | $362K | Hold |
2,289
| – | – | 0.03% | 186 |
|
|
2022
Q3 | $315K | Hold |
2,289
| – | – | 0.03% | 186 |
|
|
2022
Q2 | $293K | Hold |
2,289
| – | – | 0.03% | 192 |
|
|
2022
Q1 | $310K | Hold |
2,289
| – | – | 0.02% | 195 |
|
|
2021
Q4 | $311K | Sell |
2,289
-2
| -0.1% | -$272 | 0.02% | 202 |
|
|
2021
Q3 | $275K | Hold |
2,291
| – | – | 0.02% | 200 |
|
|
2021
Q2 | $297K | Hold |
2,291
| – | – | 0.02% | 190 |
|
|
2021
Q1 | $290K | Hold |
2,291
| – | – | 0.02% | 194 |
|
|
2020
Q4 | $265K | Buy |
2,291
+2
| +0.1% | +$231 | 0.02% | 189 |
|
|
2020
Q3 | $264K | Hold |
2,289
| – | – | 0.03% | 174 |
|
|
2020
Q2 | $242K | Hold |
2,289
| – | – | 0.03% | 170 |
|
|
2020
Q1 | $254 | Hold |
2,289
| – | – | 0.03% | 147 |
|
|
2019
Q4 | $238K | Hold |
2,289
| – | – | 0.02% | 198 |
|
|
2019
Q3 | $252K | Sell |
2,289
-12
| -0.5% | -$1.32K | 0.03% | 170 |
|
|
2019
Q2 | $265K | Hold |
2,301
| – | – | 0.03% | 178 |
|
|
2019
Q1 | $268K | Sell |
2,301
-1,488
| -39% | -$173K | 0.03% | 176 |
|
|
2018
Q4 | $354K | Hold |
3,789
| – | – | 0.05% | 157 |
|
|
2018
Q3 | $389K | Hold |
3,789
| – | – | 0.04% | 174 |
|
|
2018
Q2 | $407K | Hold |
3,789
| – | – | 0.05% | 172 |
|
|
2018
Q1 | $470K | Hold |
3,789
| – | – | 0.06% | 157 |
|
|
2017
Q4 | $483K | Sell |
3,789
-250
| -6% | -$31.9K | 0.05% | 171 |
|
|
2017
Q3 | $424K | Sell |
4,039
-4,265
| -51% | -$448K | 0.05% | 171 |
|
|
2017
Q2 | $983K | Sell |
8,304
-3,342
| -29% | -$396K | 0.13% | 102 |
|
|
2017
Q1 | $1.53M | Sell |
11,646
-11
| -0.1% | -$1.44K | 0.21% | 74 |
|
|
2016
Q4 | $1.49M | Buy |
11,657
+578
| +5% | +$74K | 0.21% | 82 |
|
|
2016
Q3 | $1.5M | Sell |
11,079
-110
| -1% | -$14.9K | 0.25% | 81 |
|
|
2016
Q2 | $1.71M | Buy |
11,189
+2,885
| +35% | +$440K | 0.31% | 63 |
|
|
2016
Q1 | $1.08M | Hold |
8,304
| – | – | 0.17% | 85 |
|
|
2015
Q4 | $1.02M | Hold |
8,304
| – | – | 0.16% | 90 |
|
|
2015
Q3 | $947K | Hold |
8,304
| – | – | 0.18% | 77 |
|
|
2015
Q2 | $900K | Hold |
8,304
| – | – | 0.14% | 99 |
|
|
2015
Q1 | $961K | Hold |
8,304
| – | – | 0.15% | 94 |
|
|
2014
Q4 | $839K | Hold |
8,304
| – | – | 0.12% | 108 |
|
|
2014
Q3 | $822K | Hold |
8,304
| – | – | 0.12% | 103 |
|
|
2014
Q2 | $885K | Hold |
8,304
| – | – | 0.12% | 106 |
|
|
2014
Q1 | $807K | Hold |
8,304
| – | – | 0.12% | 115 |
|
|
2013
Q4 | $860K | Sell |
8,304
-3,311
| -29% | -$343K | 0.12% | 118 |
|
|
2013
Q3 | $1.22M | Buy |
11,615
+230
| +2% | +$24.2K | 0.19% | 106 |
|
|
2013
Q2 | $1.17M | Buy |
+11,385
| New | +$1.17M | 0.21% | 97 |
|