Naples Global 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 | $913K | Buy |
9,296
+235
| +3% | +$23.1K | 0.08% | 236 |
|
|
2025
Q1 | $1.07M | Buy |
9,061
+200
| +2% | +$23.7K | 0.1% | 212 |
|
|
2024
Q4 | $976K | Sell |
8,861
-85
| -1% | -$9.36K | 0.09% | 226 |
|
|
2024
Q3 | $1.08M | Sell |
8,946
-336
| -4% | -$40.7K | 0.1% | 219 |
|
|
2024
Q2 | $1.01M | Sell |
9,282
-670
| -7% | -$73.1K | 0.1% | 218 |
|
|
2024
Q1 | $1.25M | Buy |
9,952
+119
| +1% | +$15K | 0.13% | 190 |
|
|
2023
Q4 | $1.24M | Buy |
9,833
+523
| +6% | +$66.1K | 0.14% | 185 |
|
|
2023
Q3 | $1.14M | Buy |
9,310
+319
| +4% | +$39.2K | 0.14% | 187 |
|
|
2023
Q2 | $1.33M | Sell |
8,991
-1,016
| -10% | -$150K | 0.16% | 178 |
|
|
2023
Q1 | $1.57M | Sell |
10,007
-75
| -0.7% | -$11.8K | 0.2% | 151 |
|
|
2022
Q4 | $1.6M | Buy |
10,082
+207
| +2% | +$32.8K | 0.2% | 152 |
|
|
2022
Q3 | $1.36M | Buy |
9,875
+235
| +2% | +$32.3K | 0.19% | 159 |
|
|
2022
Q2 | $1.23M | Buy |
9,640
+360
| +4% | +$46.1K | 0.16% | 181 |
|
|
2022
Q1 | $1.26M | Buy |
9,280
+1,180
| +15% | +$160K | 0.15% | 182 |
|
|
2021
Q4 | $1.1M | Sell |
8,100
-240
| -3% | -$32.6K | 0.13% | 196 |
|
|
2021
Q3 | $1M | Buy |
8,340
+750
| +10% | +$90K | 0.13% | 194 |
|
|
2021
Q2 | $983K | Hold |
7,590
| – | – | 0.14% | 192 |
|
|
2021
Q1 | $960K | Buy |
7,590
+855
| +13% | +$108K | 0.15% | 186 |
|
|
2020
Q4 | $779K | Buy |
6,735
+1,455
| +28% | +$168K | 0.13% | 196 |
|
|
2020
Q3 | $610K | Buy |
5,280
+2,075
| +65% | +$240K | 0.12% | 195 |
|
|
2020
Q2 | $339K | Buy |
+3,205
| New | +$339K | 0.07% | 260 |
|