Moody National Bank Trust Division’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 | $241K | Buy |
2,453
+28
| +1% | +$2.75K | 0.02% | 440 |
|
|
2025
Q1 | $287K | Hold |
2,425
| – | – | 0.03% | 415 |
|
|
2024
Q4 | $267K | Buy |
2,425
+640
| +36% | +$70.5K | 0.03% | 417 |
|
|
2024
Q3 | $216K | Buy |
+1,785
| New | +$216K | 0.02% | 442 |
|
|
2023
Q1 | – | Sell |
-1,266
| Closed | -$201K | – | 611 |
|
|
2022
Q4 | $201K | Buy |
+1,266
| New | +$201K | 0.02% | 580 |
|
|
2019
Q2 | – | Sell |
-184
| Closed | -$21K | – | 875 |
|
|
2019
Q1 | $21K | Buy |
184
+44
| +31% | +$5.02K | ﹤0.01% | 542 |
|
|
2018
Q4 | $13K | Buy |
140
+123
| +724% | +$11.4K | ﹤0.01% | 574 |
|
|
2018
Q3 | $2K | Buy |
+17
| New | +$2K | ﹤0.01% | 432 |
|