Moors & Cabot’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 | $884K | Sell |
8,998
-59
| -0.7% | -$5.79K | 0.04% | 367 |
|
|
2025
Q1 | $1.07M | Sell |
9,057
-174
| -2% | -$20.6K | 0.05% | 303 |
|
|
2024
Q4 | $1.02M | Buy |
9,231
+30
| +0.3% | +$3.3K | 0.05% | 330 |
|
|
2024
Q3 | $1.11M | Buy |
9,201
+184
| +2% | +$22.3K | 0.06% | 307 |
|
|
2024
Q2 | $983K | Buy |
+9,017
| New | +$983K | 0.05% | 311 |
|
|
2019
Q4 | – | Sell |
-1,671
| Closed | -$185K | – | 631 |
|
|
2019
Q3 | $185K | Sell |
1,671
-162
| -9% | -$17.9K | 0.02% | 554 |
|
|
2019
Q2 | $216K | Sell |
1,833
-244
| -12% | -$28.8K | 0.03% | 493 |
|
|
2019
Q1 | $245K | Buy |
+2,077
| New | +$245K | 0.03% | 438 |
|
|
2018
Q4 | – | Sell |
-5,737
| Closed | -$587K | – | 563 |
|
|
2018
Q3 | $587K | Sell |
5,737
-1,423
| -20% | -$146K | 0.07% | 278 |
|
|
2018
Q2 | $771K | Sell |
7,160
-180
| -2% | -$19.4K | 0.1% | 216 |
|
|
2018
Q1 | $910K | Sell |
7,340
-246
| -3% | -$30.5K | 0.12% | 201 |
|
|
2017
Q4 | $935K | Buy |
7,586
+781
| +11% | +$96.3K | 0.12% | 194 |
|
|
2017
Q3 | $712K | Sell |
6,805
-3,836
| -36% | -$401K | 0.1% | 231 |
|
|
2017
Q2 | $1.27M | Buy |
10,641
+3,239
| +44% | +$386K | 0.21% | 128 |
|
|
2017
Q1 | $967K | Sell |
7,402
-1,443
| -16% | -$189K | 0.16% | 160 |
|
|
2016
Q4 | $1.14M | Buy |
8,845
+3,126
| +55% | +$402K | 0.19% | 133 |
|
|
2016
Q3 | $786K | Buy |
+5,719
| New | +$786K | 0.13% | 190 |
|