Perigon Wealth Management’s J.M. Smucker SJM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $672K | Sell |
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|
2024
Q4 | $689K | Buy |
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|
2024
Q3 | $700K | Buy |
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|
2024
Q2 | $618K | Sell |
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|
2024
Q1 | $730K | Buy |
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|
2023
Q4 | $724K | Sell |
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|
2023
Q3 | $732K | Sell |
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|
2023
Q2 | $900K | Sell |
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|
2023
Q1 | $980K | Buy |
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|
2022
Q4 | $982K | Buy |
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|
2022
Q3 | $774K | Buy |
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|
2022
Q2 | $709K | Sell |
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|
2022
Q1 | $750K | Sell |
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|
2021
Q4 | $759K | Buy |
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|
2021
Q3 | $638K | Buy |
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|
2021
Q2 | $680K | Buy |
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|
2021
Q1 | $661K | Buy |
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|
2020
Q4 | $276K | Sell |
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|
2020
Q3 | $278K | Buy |
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|
2020
Q2 | $247K | Buy |
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|
2020
Q1 | $247K | Buy |
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|
2019
Q4 | $208K | Buy |
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|
2019
Q3 | $215K | Hold |
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|
2019
Q2 | $230K | Buy |
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|
2019
Q1 | $242K | Sell |
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|
2018
Q4 | $203K | Hold |
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|
2018
Q3 | $205K | Hold |
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|
2018
Q2 | $215K | Hold |
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|
2018
Q1 | $248K | Hold |
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|
2017
Q4 | $249K | Hold |
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|
2017
Q3 | $210K | Hold |
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|
2017
Q2 | $237K | Hold |
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|
2017
Q1 | $262K | Hold |
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|
2016
Q4 | $281K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $305K | Hold |
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|
2016
Q1 | $260K | Hold |
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|
2015
Q4 | $247K | Hold |
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|
2015
Q3 | $228K | Hold |
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|
2015
Q2 | $217K | Hold |
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|
2015
Q1 | $232K | Hold |
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|
2014
Q4 | $202K | Buy |
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