NewEdge 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 | $517K | Buy |
5,263
+987
| +23% | +$96.9K | ﹤0.01% | 1663 |
|
|
2025
Q1 | $506K | Sell |
4,276
-2,008
| -32% | -$238K | ﹤0.01% | 1575 |
|
|
2024
Q4 | $692K | Sell |
6,284
-30,936
| -83% | -$3.41M | ﹤0.01% | 1359 |
|
|
2024
Q3 | $4.51M | Buy |
37,220
+31,967
| +609% | +$3.87M | 0.03% | 514 |
|
|
2024
Q2 | $573K | Buy |
5,253
+423
| +9% | +$46.1K | ﹤0.01% | 1333 |
|
|
2024
Q1 | $608K | Buy |
4,830
+1,442
| +43% | +$181K | 0.01% | 1231 |
|
|
2023
Q4 | $428K | Sell |
3,388
-272
| -7% | -$34.4K | ﹤0.01% | 1364 |
|
|
2023
Q3 | $450K | Sell |
3,660
-722
| -16% | -$88.7K | ﹤0.01% | 1221 |
|
|
2023
Q2 | $647K | Sell |
4,382
-110
| -2% | -$16.2K | 0.01% | 1062 |
|
|
2023
Q1 | $707K | Sell |
4,492
-844
| -16% | -$133K | 0.01% | 955 |
|
|
2022
Q4 | $126K | Buy |
5,336
+2,156
| +68% | +$50.7K | ﹤0.01% | 1351 |
|
|
2022
Q3 | $437K | Buy |
3,180
+1,013
| +47% | +$139K | 0.01% | 1032 |
|
|
2022
Q2 | $277K | Buy |
+2,167
| New | +$277K | ﹤0.01% | 1247 |
|
|
2022
Q1 | – | Sell |
-3,879
| Closed | -$526K | – | 1557 |
|
|
2021
Q4 | $526K | Buy |
+3,879
| New | +$526K | 0.01% | 1051 |
|
|
2019
Q4 | – | Sell |
-2,117
| Closed | -$231K | – | 861 |
|
|
2019
Q3 | $231K | Buy |
+2,117
| New | +$231K | 0.01% | 712 |
|
|
2018
Q3 | – | Sell |
-2,056
| Closed | -$216 | – | 683 |
|
|
2018
Q2 | $216 | Sell |
2,056
-75
| -4% | -$8 | 0.02% | 498 |
|
|
2018
Q1 | $255K | Buy |
2,131
+32
| +2% | +$3.83K | 0.03% | 393 |
|
|
2017
Q4 | $266K | Sell |
2,099
-372
| -15% | -$47.1K | 0.04% | 340 |
|
|
2017
Q3 | $254K | Sell |
2,471
-2,271
| -48% | -$233K | 0.04% | 305 |
|
|
2017
Q2 | $542K | Buy |
4,742
+831
| +21% | +$95.1K | 0.09% | 187 |
|
|
2017
Q1 | $512K | Sell |
3,911
-716
| -15% | -$93.7K | 0.12% | 160 |
|
|
2016
Q4 | $605K | Buy |
4,627
+708
| +18% | +$92.6K | 0.17% | 130 |
|
|
2016
Q3 | $531K | Buy |
3,919
+1,037
| +36% | +$141K | 0.17% | 117 |
|
|
2016
Q2 | $444K | Buy |
+2,882
| New | +$444K | 0.18% | 104 |
|