Northwestern Mutual Wealth Management’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 | $803K | Buy |
8,178
+3,236
| +65% | +$318K | ﹤0.01% | 1228 |
|
|
2025
Q1 | $585K | Sell |
4,942
-570
| -10% | -$67.5K | ﹤0.01% | 1280 |
|
|
2024
Q4 | $607K | Buy |
5,512
+186
| +3% | +$20.5K | ﹤0.01% | 1261 |
|
|
2024
Q3 | $645K | Buy |
5,326
+191
| +4% | +$23.1K | ﹤0.01% | 1223 |
|
|
2024
Q2 | $560K | Sell |
5,135
-523
| -9% | -$57K | ﹤0.01% | 1218 |
|
|
2024
Q1 | $712K | Sell |
5,658
-273
| -5% | -$34.4K | ﹤0.01% | 1123 |
|
|
2023
Q4 | $750K | Sell |
5,931
-2,341
| -28% | -$296K | ﹤0.01% | 1068 |
|
|
2023
Q3 | $1.02M | Sell |
8,272
-281
| -3% | -$34.5K | ﹤0.01% | 937 |
|
|
2023
Q2 | $1.26M | Buy |
8,553
+360
| +4% | +$53.2K | ﹤0.01% | 864 |
|
|
2023
Q1 | $1.29M | Sell |
8,193
-737
| -8% | -$116K | ﹤0.01% | 822 |
|
|
2022
Q4 | $1.42M | Sell |
8,930
-144
| -2% | -$22.8K | ﹤0.01% | 762 |
|
|
2022
Q3 | $1.25M | Sell |
9,074
-181
| -2% | -$24.9K | ﹤0.01% | 768 |
|
|
2022
Q2 | $1.18M | Buy |
9,255
+1,912
| +26% | +$245K | ﹤0.01% | 776 |
|
|
2022
Q1 | $995K | Sell |
7,343
-589
| -7% | -$79.8K | ﹤0.01% | 851 |
|
|
2021
Q4 | $1.08M | Sell |
7,932
-1,053
| -12% | -$143K | ﹤0.01% | 802 |
|
|
2021
Q3 | $1.08M | Buy |
8,985
+38
| +0.4% | +$4.56K | ﹤0.01% | 741 |
|
|
2021
Q2 | $1.16M | Buy |
8,947
+926
| +12% | +$120K | ﹤0.01% | 710 |
|
|
2021
Q1 | $1.01M | Buy |
8,021
+126
| +2% | +$15.9K | ﹤0.01% | 697 |
|
|
2020
Q4 | $912K | Buy |
7,895
+113
| +1% | +$13.1K | ﹤0.01% | 667 |
|
|
2020
Q3 | $899K | Sell |
7,782
-2,260
| -23% | -$261K | ﹤0.01% | 607 |
|
|
2020
Q2 | $1.06M | Sell |
10,042
-67
| -0.7% | -$7.09K | ﹤0.01% | 521 |
|
|
2020
Q1 | $1.12M | Sell |
10,109
-991
| -9% | -$110K | ﹤0.01% | 462 |
|
|
2019
Q4 | $1.16M | Sell |
11,100
-199
| -2% | -$20.7K | ﹤0.01% | 489 |
|
|
2019
Q3 | $1.24M | Sell |
11,299
-58
| -0.5% | -$6.38K | ﹤0.01% | 449 |
|
|
2019
Q2 | $1.31M | Sell |
11,357
-1
| -0% | -$115 | 0.01% | 430 |
|
|
2019
Q1 | $1.32M | Sell |
11,358
-276
| -2% | -$32.1K | 0.01% | 417 |
|
|
2018
Q4 | $1.09M | Sell |
11,634
-224
| -2% | -$20.9K | 0.01% | 425 |
|
|
2018
Q3 | $1.22M | Sell |
11,858
-121
| -1% | -$12.4K | 0.01% | 392 |
|
|
2018
Q2 | $1.29M | Sell |
11,979
-1,266
| -10% | -$136K | 0.01% | 371 |
|
|
2018
Q1 | $1.64M | Sell |
13,245
-381
| -3% | -$47.2K | 0.01% | 318 |
|
|
2017
Q4 | $1.69M | Buy |
13,626
+3,474
| +34% | +$432K | 0.01% | 297 |
|
|
2017
Q3 | $1.07M | Buy |
10,152
+2,689
| +36% | +$282K | 0.01% | 342 |
|
|
2017
Q2 | $884K | Buy |
7,463
+690
| +10% | +$81.7K | 0.01% | 366 |
|
|
2017
Q1 | $888K | Buy |
6,773
+105
| +2% | +$13.8K | 0.01% | 355 |
|
|
2016
Q4 | $854K | Buy |
+6,668
| New | +$854K | 0.01% | 357 |
|
|
2016
Q3 | – | Sell |
-6,345
| Closed | -$967K | – | 1306 |
|
|
2016
Q2 | $967K | Buy |
6,345
+158
| +3% | +$24.1K | 0.01% | 314 |
|
|
2016
Q1 | $804K | Sell |
6,187
-7
| -0.1% | -$910 | 0.01% | 313 |
|
|
2015
Q4 | $764K | Sell |
6,194
-669
| -10% | -$82.5K | 0.02% | 294 |
|
|
2015
Q3 | $783K | Buy |
6,863
+1,753
| +34% | +$200K | 0.02% | 287 |
|
|
2015
Q2 | $554K | Buy |
5,110
+216
| +4% | +$23.4K | 0.01% | 314 |
|
|
2015
Q1 | $567K | Buy |
4,894
+128
| +3% | +$14.8K | 0.02% | 302 |
|
|
2014
Q4 | $482K | Buy |
4,766
+784
| +20% | +$79.3K | 0.01% | 302 |
|
|
2014
Q3 | $394K | Buy |
3,982
+202
| +5% | +$20K | 0.01% | 311 |
|
|
2014
Q2 | $403K | Buy |
3,780
+841
| +29% | +$89.7K | 0.02% | 296 |
|
|
2014
Q1 | $286K | Buy |
2,939
+124
| +4% | +$12.1K | 0.01% | 339 |
|
|
2013
Q4 | $292K | Buy |
2,815
+808
| +40% | +$83.8K | 0.01% | 327 |
|
|
2013
Q3 | $211K | Buy |
2,007
+73
| +4% | +$7.68K | 0.01% | 349 |
|
|
2013
Q2 | $200K | Buy |
+1,934
| New | +$200K | 0.01% | 338 |
|