MOTCO’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1
| Closed | -$123 | – | 800 |
|
|
2023
Q3 | $123 | Sell |
1
-8
| -89% | -$1.14K | ﹤0.01% | 779 |
|
|
2023
Q2 | $1.33K | Buy |
+9
| New | +$1.37K | ﹤0.01% | 719 |
|
|
2019
Q3 | – | Sell |
-47
| Closed | -$5K | – | 714 |
|
|
2019
Q2 | $5K | Buy |
+47
| New | +$5.74K | ﹤0.01% | 722 |
|
|
2018
Q4 | – | Sell |
-101
| Closed | -$10K | – | 594 |
|
|
2018
Q3 | $10K | Hold |
101
| – | – | ﹤0.01% | 479 |
|
|
2018
Q2 | $11K | Sell |
101
-100
| -50% | -$11.2K | ﹤0.01% | 446 |
|
|
2018
Q1 | $25K | Hold |
201
| – | – | ﹤0.01% | 382 |
|
|
2017
Q4 | $25K | Hold |
201
| – | – | ﹤0.01% | 381 |
|
|
2017
Q3 | $21K | Sell |
201
-532
| -73% | -$60.8K | ﹤0.01% | 404 |
|
|
2017
Q2 | $87K | Buy |
733
+532
| +265% | +$67.2K | 0.01% | 264 |
|
|
2017
Q1 | $26K | Sell |
201
-101
| -33% | -$13.7K | ﹤0.01% | 382 |
|
|
2016
Q4 | $39K | Hold |
302
| – | – | ﹤0.01% | 331 |
|
|
2016
Q3 | $41K | Sell |
302
-21
| -7% | -$3.08K | ﹤0.01% | 321 |
|
|
2016
Q2 | $49K | Buy |
323
+13
| +4% | +$1.73K | 0.01% | 278 |
|
|
2016
Q1 | $40K | Sell |
310
-8
| -3% | -$1.01K | ﹤0.01% | 289 |
|
|
2015
Q4 | $39K | Sell |
318
-102
| -24% | -$12.2K | ﹤0.01% | 284 |
|
|
2015
Q3 | $48K | Hold |
420
| – | – | 0.01% | 274 |
|
|
2015
Q2 | $46K | Buy |
420
+304
| +262% | +$35.2K | 0.01% | 287 |
|
|
2015
Q1 | $13K | Hold |
116
| – | – | ﹤0.01% | 407 |
|
|
2014
Q4 | $12K | Hold |
116
| – | – | ﹤0.01% | 436 |
|
|
2014
Q3 | $11K | Hold |
116
| – | – | ﹤0.01% | 462 |
|
|
2014
Q2 | $12K | Hold |
116
| – | – | ﹤0.01% | 439 |
|
|
2014
Q1 | $11K | Hold |
116
| – | – | ﹤0.01% | 430 |
|
|
2013
Q4 | $12K | Hold |
116
| – | – | ﹤0.01% | 429 |
|
|
2013
Q3 | $12K | Hold |
116
| – | – | ﹤0.01% | 425 |
|
|
2013
Q2 | $12K | Buy |
+116
| New | +$11.8K | ﹤0.01% | 434 |
|
Other funds holding SJM
