Mutual Advisors’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 | $293K | Buy |
+2,684
| New | +$293K | 0.01% | 976 |
|
|
2025
Q1 | – | Sell |
-23,355
| Closed | -$2.39M | – | 1150 |
|
|
2024
Q4 | $2.39M | Buy |
23,355
+21,366
| +1,074% | +$2.19M | 0.07% | 244 |
|
|
2024
Q3 | $233K | Sell |
1,989
-1,193
| -37% | -$140K | 0.01% | 1000 |
|
|
2024
Q2 | $376K | Buy |
3,182
+1,018
| +47% | +$120K | 0.01% | 811 |
|
|
2024
Q1 | $272K | Sell |
2,164
-4,687
| -68% | -$590K | 0.01% | 903 |
|
|
2023
Q4 | $866K | Buy |
6,851
+4,610
| +206% | +$583K | 0.03% | 496 |
|
|
2023
Q3 | $275K | Sell |
2,241
-5,514
| -71% | -$678K | 0.01% | 806 |
|
|
2023
Q2 | $1.15M | Buy |
7,755
+5,448
| +236% | +$805K | 0.04% | 395 |
|
|
2023
Q1 | $363K | Buy |
2,307
+14
| +0.6% | +$2.2K | 0.01% | 723 |
|
|
2022
Q4 | $363K | Sell |
2,293
-1,391
| -38% | -$220K | 0.02% | 690 |
|
|
2022
Q3 | $506K | Buy |
3,684
+1,396
| +61% | +$192K | 0.03% | 555 |
|
|
2022
Q2 | $293K | Sell |
2,288
-53
| -2% | -$6.79K | 0.02% | 681 |
|
|
2022
Q1 | $317K | Buy |
2,341
+5
| +0.2% | +$677 | 0.02% | 700 |
|
|
2021
Q4 | $317K | Buy |
2,336
+5
| +0.2% | +$679 | 0.02% | 723 |
|
|
2021
Q3 | $280K | Buy |
2,331
+31
| +1% | +$3.72K | 0.02% | 734 |
|
|
2021
Q2 | $298K | Sell |
2,300
-3,944
| -63% | -$511K | 0.02% | 683 |
|
|
2021
Q1 | $790K | Buy |
6,244
+2,831
| +83% | +$358K | 0.05% | 380 |
|
|
2020
Q4 | $395K | Buy |
3,413
+701
| +26% | +$81.1K | 0.03% | 528 |
|
|
2020
Q3 | $313K | Buy |
+2,712
| New | +$313K | 0.03% | 530 |
|
|
2020
Q2 | – | Sell |
-2,601
| Closed | -$289K | – | 673 |
|
|
2020
Q1 | $289K | Buy |
2,601
+95
| +4% | +$10.6K | 0.04% | 403 |
|
|
2019
Q4 | $261K | Buy |
+2,506
| New | +$261K | 0.03% | 498 |
|
|
2019
Q3 | – | Sell |
-3,600
| Closed | -$415K | – | 592 |
|
|
2019
Q2 | $415K | Buy |
+3,600
| New | +$415K | 0.05% | 362 |
|