Moody Lynn & Lieberson’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
Q3 | $250K | Hold |
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|
2025
Q2 | $226K | Buy |
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|
2025
Q1 | $271K | Hold |
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|
2024
Q4 | $252K | Hold |
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|
2024
Q3 | $277K | Hold |
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|
2024
Q2 | $250K | Hold |
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|
2024
Q1 | $288K | Hold |
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|
2023
Q4 | $289K | Hold |
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|
2023
Q3 | $281K | Hold |
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|
2023
Q2 | $338K | Hold |
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|
2023
Q1 | $360K | Hold |
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|
2022
Q4 | $362K | Hold |
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|
2022
Q3 | $315K | Hold |
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|
2022
Q2 | $293K | Hold |
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|
2022
Q1 | $310K | Hold |
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|
2021
Q4 | $311K | Sell |
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|
2021
Q3 | $275K | Hold |
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|
2021
Q2 | $297K | Hold |
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|
2021
Q1 | $290K | Hold |
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|
2020
Q4 | $265K | Buy |
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|
2020
Q3 | $264K | Hold |
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|
2020
Q2 | $242K | Hold |
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|
2020
Q1 | $254 | Hold |
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|
2019
Q4 | $238K | Hold |
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|
2019
Q3 | $252K | Sell |
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|
2019
Q2 | $265K | Hold |
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|
2019
Q1 | $268K | Sell |
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|
2018
Q4 | $354K | Hold |
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|
2018
Q3 | $389K | Hold |
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|
2018
Q2 | $407K | Hold |
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|
2018
Q1 | $470K | Hold |
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|
2017
Q4 | $483K | Sell |
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|
2017
Q3 | $424K | Sell |
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|
2017
Q2 | $983K | Sell |
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|
2017
Q1 | $1.53M | Sell |
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|
2016
Q4 | $1.49M | Buy |
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|
2016
Q3 | $1.5M | Sell |
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|
2016
Q2 | $1.71M | Buy |
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|
2016
Q1 | $1.08M | Hold |
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|
2015
Q4 | $1.02M | Hold |
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|
2015
Q3 | $947K | Hold |
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|
2015
Q2 | $900K | Hold |
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|
2015
Q1 | $961K | Hold |
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|
2014
Q4 | $839K | Hold |
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|
2014
Q3 | $822K | Hold |
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|
2014
Q2 | $885K | Hold |
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|
2014
Q1 | $807K | Hold |
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|
2013
Q4 | $860K | Sell |
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|
2013
Q3 | $1.22M | Buy |
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|
2013
Q2 | $1.17M | Buy |
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