Parallel Advisors’s J.M. Smucker SJM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $347K | Sell |
3,535
-189
| -5% | -$18.6K | 0.01% | 767 |
|
|
2025
Q1 | $441K | Sell |
3,724
-293
| -7% | -$34.7K | 0.01% | 621 |
|
|
2024
Q4 | $442K | Sell |
4,017
-569
| -12% | -$62.7K | 0.01% | 609 |
|
|
2024
Q3 | $555K | Buy |
4,586
+102
| +2% | +$12.4K | 0.01% | 537 |
|
|
2024
Q2 | $489K | Sell |
4,484
-2,499
| -36% | -$273K | 0.01% | 540 |
|
|
2024
Q1 | $879K | Buy |
6,983
+149
| +2% | +$18.8K | 0.02% | 393 |
|
|
2023
Q4 | $864K | Sell |
6,834
-1,854
| -21% | -$234K | 0.03% | 368 |
|
|
2023
Q3 | $1.07M | Sell |
8,688
-727
| -8% | -$89.4K | 0.04% | 303 |
|
|
2023
Q2 | $1.39M | Sell |
9,415
-473
| -5% | -$69.9K | 0.04% | 263 |
|
|
2023
Q1 | $1.56M | Buy |
9,888
+4,526
| +84% | +$712K | 0.05% | 240 |
|
|
2022
Q4 | $850K | Buy |
5,362
+602
| +13% | +$95.4K | 0.04% | 289 |
|
|
2022
Q3 | $654K | Buy |
4,760
+765
| +19% | +$105K | 0.03% | 323 |
|
|
2022
Q2 | $511K | Sell |
3,995
-1,106
| -22% | -$141K | 0.02% | 386 |
|
|
2022
Q1 | $688K | Sell |
5,101
-391
| -7% | -$52.7K | 0.03% | 345 |
|
|
2021
Q4 | $746K | Sell |
5,492
-393
| -7% | -$53.4K | 0.03% | 335 |
|
|
2021
Q3 | $706K | Buy |
5,885
+1,566
| +36% | +$188K | 0.03% | 322 |
|
|
2021
Q2 | $560K | Buy |
4,319
+272
| +7% | +$35.3K | 0.02% | 361 |
|
|
2021
Q1 | $512K | Buy |
4,047
+291
| +8% | +$36.8K | 0.02% | 345 |
|
|
2020
Q4 | $434K | Sell |
3,756
-385
| -9% | -$44.5K | 0.02% | 354 |
|
|
2020
Q3 | $478K | Buy |
4,141
+1,224
| +42% | +$141K | 0.03% | 316 |
|
|
2020
Q2 | $308K | Buy |
2,917
+826
| +40% | +$87.2K | 0.02% | 411 |
|
|
2020
Q1 | $232K | Buy |
2,091
+1,543
| +282% | +$171K | 0.02% | 403 |
|
|
2019
Q4 | $57K | Buy |
548
+15
| +3% | +$1.56K | ﹤0.01% | 990 |
|
|
2019
Q3 | $59K | Sell |
533
-26
| -5% | -$2.88K | 0.01% | 908 |
|
|
2019
Q2 | $64K | Buy |
559
+15
| +3% | +$1.72K | 0.01% | 808 |
|
|
2019
Q1 | $63K | Sell |
544
-1
| -0.2% | -$116 | 0.01% | 779 |
|
|
2018
Q4 | $51K | Sell |
545
-108
| -17% | -$10.1K | 0.01% | 744 |
|
|
2018
Q3 | $67K | Sell |
653
-130
| -17% | -$13.3K | 0.01% | 712 |
|
|
2018
Q2 | $84K | Buy |
783
+45
| +6% | +$4.83K | 0.01% | 584 |
|
|
2018
Q1 | $91K | Buy |
738
+30
| +4% | +$3.7K | 0.01% | 527 |
|
|
2017
Q4 | $88K | Hold |
708
| – | – | 0.01% | 530 |
|
|
2017
Q3 | $75K | Buy |
708
+7
| +1% | +$742 | 0.01% | 564 |
|
|
2017
Q2 | $85K | Sell |
701
-33
| -4% | -$4K | 0.02% | 526 |
|
|
2017
Q1 | $92K | Buy |
734
+157
| +27% | +$19.7K | 0.02% | 474 |
|
|
2016
Q4 | $74K | Buy |
+577
| New | +$74K | 0.02% | 466 |
|