Perkins Coie Trust Company’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 | $38.5K | Hold |
392
| – | – | 0.01% | 205 |
|
|
2025
Q1 | $46.4K | Hold |
392
| – | – | 0.01% | 182 |
|
|
2024
Q4 | $43.2K | Hold |
392
| – | – | 0.01% | 188 |
|
|
2024
Q3 | $47.5K | Hold |
392
| – | – | 0.01% | 188 |
|
|
2024
Q2 | $42.7K | Hold |
392
| – | – | 0.01% | 190 |
|
|
2024
Q1 | $49.3K | Hold |
392
| – | – | 0.01% | 160 |
|
|
2023
Q4 | $49.5K | Sell |
392
-2
| -0.5% | -$253 | 0.01% | 159 |
|
|
2023
Q3 | $48.4K | Buy |
394
+2
| +0.5% | +$246 | 0.01% | 160 |
|
|
2023
Q2 | $57.9K | Hold |
392
| – | – | 0.02% | 123 |
|
|
2023
Q1 | $61.7K | Hold |
392
| – | – | 0.02% | 120 |
|
|
2022
Q4 | $62.1K | Hold |
392
| – | – | 0.02% | 118 |
|
|
2022
Q3 | $54K | Hold |
392
| – | – | 0.02% | 124 |
|
|
2022
Q2 | $50K | Hold |
392
| – | – | 0.02% | 127 |
|
|
2022
Q1 | $53K | Hold |
392
| – | – | 0.02% | 129 |
|
|
2021
Q4 | $53K | Hold |
392
| – | – | 0.02% | 138 |
|
|
2021
Q3 | $47K | Hold |
392
| – | – | 0.01% | 153 |
|
|
2021
Q2 | $51K | Hold |
392
| – | – | 0.02% | 153 |
|
|
2021
Q1 | $50K | Hold |
392
| – | – | 0.02% | 145 |
|
|
2020
Q4 | $45K | Hold |
392
| – | – | 0.02% | 157 |
|
|
2020
Q3 | $45K | Hold |
392
| – | – | 0.02% | 151 |
|
|
2020
Q2 | $41K | Sell |
392
-3
| -0.8% | -$314 | 0.02% | 159 |
|
|
2020
Q1 | $44K | Buy |
395
+3
| +0.8% | +$334 | 0.02% | 162 |
|
|
2019
Q4 | $41K | Hold |
392
| – | – | 0.02% | 189 |
|
|
2019
Q3 | $43K | Hold |
392
| – | – | 0.02% | 179 |
|
|
2019
Q2 | $45K | Buy |
+392
| New | +$45K | 0.02% | 173 |
|