Peddock Capital 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 | – | Sell |
-3,871
| Closed | -$458K | – | 162 |
|
|
2025
Q1 | $458K | Hold |
3,871
| – | – | 0.12% | 107 |
|
|
2024
Q4 | $426K | Sell |
3,871
-343
| -8% | -$37.8K | 0.1% | 112 |
|
|
2024
Q3 | $510K | Hold |
4,214
| – | – | 0.12% | 105 |
|
|
2024
Q2 | $459K | Sell |
4,214
-499
| -11% | -$54.4K | 0.12% | 106 |
|
|
2024
Q1 | $593K | Hold |
4,713
| – | – | 0.16% | 97 |
|
|
2023
Q4 | $596K | Buy |
4,713
+142
| +3% | +$17.9K | 0.18% | 94 |
|
|
2023
Q3 | $562K | Buy |
4,571
+50
| +1% | +$6.15K | 0.19% | 90 |
|
|
2023
Q2 | $668K | Buy |
4,521
+30
| +0.7% | +$4.43K | 0.22% | 87 |
|
|
2023
Q1 | $707K | Buy |
4,491
+220
| +5% | +$34.6K | 0.25% | 82 |
|
|
2022
Q4 | $677K | Buy |
4,271
+215
| +5% | +$34.1K | 0.26% | 80 |
|
|
2022
Q3 | $557K | Buy |
4,056
+185
| +5% | +$25.4K | 0.23% | 94 |
|
|
2022
Q2 | $496K | Buy |
3,871
+79
| +2% | +$10.1K | 0.19% | 111 |
|
|
2022
Q1 | $513K | Buy |
+3,792
| New | +$513K | 0.17% | 118 |
|
|
2017
Q2 | – | Sell |
-128
| Closed | -$17K | – | 258 |
|
|
2017
Q1 | $17K | Hold |
128
| – | – | 0.01% | 195 |
|
|
2016
Q4 | $16K | Sell |
128
-186
| -59% | -$23.3K | 0.01% | 185 |
|
|
2016
Q3 | $43K | Buy |
+314
| New | +$43K | 0.03% | 146 |
|