PAM
Palisade Asset Management’s J.M. Smucker SJM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $412K | Sell |
4,195
-70
| -2% | -$6.87K | 0.04% | 158 |
|
|
2025
Q1 | $505K | Sell |
4,265
-275
| -6% | -$32.6K | 0.05% | 149 |
|
|
2024
Q4 | $500K | Sell |
4,540
-70
| -2% | -$7.71K | 0.05% | 152 |
|
|
2024
Q3 | $558K | Hold |
4,610
| – | – | 0.05% | 145 |
|
|
2024
Q2 | $503K | Sell |
4,610
-560
| -11% | -$61.1K | 0.05% | 152 |
|
|
2024
Q1 | $651K | Sell |
5,170
-100
| -2% | -$12.6K | 0.06% | 138 |
|
|
2023
Q4 | $666K | Buy |
5,270
+126
| +2% | +$15.9K | 0.07% | 136 |
|
|
2023
Q3 | $632K | Buy |
5,144
+54
| +1% | +$6.64K | 0.08% | 132 |
|
|
2023
Q2 | $752K | Hold |
5,090
| – | – | 0.09% | 127 |
|
|
2023
Q1 | $801K | Buy |
5,090
+470
| +10% | +$74K | 0.1% | 120 |
|
|
2022
Q4 | $732K | Buy |
4,620
+325
| +8% | +$51.5K | 0.08% | 129 |
|
|
2022
Q3 | $590K | Buy |
4,295
+845
| +24% | +$116K | 0.08% | 128 |
|
|
2022
Q2 | $442K | Hold |
3,450
| – | – | 0.06% | 145 |
|
|
2022
Q1 | $467K | Buy |
3,450
+1,200
| +53% | +$162K | 0.05% | 148 |
|
|
2021
Q4 | $306K | Sell |
2,250
-900
| -29% | -$122K | 0.03% | 165 |
|
|
2021
Q3 | $378K | Hold |
3,150
| – | – | 0.05% | 156 |
|
|
2021
Q2 | $408K | Hold |
3,150
| – | – | 0.05% | 152 |
|
|
2021
Q1 | $399K | Hold |
3,150
| – | – | 0.05% | 152 |
|
|
2020
Q4 | $364K | Buy |
3,150
+450
| +17% | +$52K | 0.05% | 152 |
|
|
2020
Q3 | $312K | Buy |
2,700
+600
| +29% | +$69.3K | 0.05% | 148 |
|
|
2020
Q2 | $222K | Hold |
2,100
| – | – | 0.04% | 162 |
|
|
2020
Q1 | $233K | Sell |
2,100
-300
| -13% | -$33.3K | 0.04% | 154 |
|
|
2019
Q4 | $250K | Hold |
2,400
| – | – | 0.04% | 168 |
|
|
2019
Q3 | $264K | Hold |
2,400
| – | – | 0.04% | 157 |
|
|
2019
Q2 | $276K | Hold |
2,400
| – | – | 0.04% | 159 |
|
|
2019
Q1 | $280K | Hold |
2,400
| – | – | 0.04% | 163 |
|
|
2018
Q4 | $224K | Buy |
+2,400
| New | +$224K | 0.03% | 154 |
|