Physicians Financial Services’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 |
-2,610
| Closed | -$309K | – | 110 |
|
|
2025
Q1 | $309K | Sell |
2,610
-450
| -15% | -$53.3K | 0.1% | 95 |
|
|
2024
Q4 | $337K | Sell |
3,060
-125
| -4% | -$13.8K | 0.1% | 91 |
|
|
2024
Q3 | $386K | Sell |
3,185
-315
| -9% | -$38.2K | 0.12% | 88 |
|
|
2024
Q2 | $382K | Sell |
3,500
-120
| -3% | -$13.1K | 0.12% | 90 |
|
|
2024
Q1 | $456K | Sell |
3,620
-20
| -0.5% | -$2.52K | 0.16% | 86 |
|
|
2023
Q4 | $460K | Hold |
3,640
| – | – | 0.17% | 84 |
|
|
2023
Q3 | $447K | Hold |
3,640
| – | – | 0.18% | 85 |
|
|
2023
Q2 | $538K | Sell |
3,640
-75
| -2% | -$11.1K | 0.21% | 78 |
|
|
2023
Q1 | $585K | Buy |
3,715
+35
| +1% | +$5.51K | 0.25% | 70 |
|
|
2022
Q4 | $583K | Sell |
3,680
-35
| -0.9% | -$5.55K | 0.26% | 71 |
|
|
2022
Q3 | $510K | Sell |
3,715
-115
| -3% | -$15.8K | 0.25% | 72 |
|
|
2022
Q2 | $490K | Buy |
3,830
+115
| +3% | +$14.7K | 0.22% | 79 |
|
|
2022
Q1 | $503K | Hold |
3,715
| – | – | 0.19% | 82 |
|
|
2021
Q4 | $505K | Sell |
3,715
-75
| -2% | -$10.2K | 0.19% | 85 |
|
|
2021
Q3 | $455K | Hold |
3,790
| – | – | 0.18% | 85 |
|
|
2021
Q2 | $491K | Sell |
3,790
-50
| -1% | -$6.48K | 0.2% | 80 |
|
|
2021
Q1 | $486K | Buy |
3,840
+950
| +33% | +$120K | 0.21% | 79 |
|
|
2020
Q4 | $334K | Buy |
2,890
+375
| +15% | +$43.3K | 0.16% | 90 |
|
|
2020
Q3 | $291K | Sell |
2,515
-200
| -7% | -$23.1K | 0.15% | 90 |
|
|
2020
Q2 | $287K | Sell |
2,715
-50
| -2% | -$5.29K | 0.16% | 88 |
|
|
2020
Q1 | $307K | Buy |
2,765
+100
| +4% | +$11.1K | 0.21% | 82 |
|
|
2019
Q4 | $278K | Hold |
2,665
| – | – | 0.15% | 103 |
|
|
2019
Q3 | $293K | Hold |
2,665
| – | – | 0.17% | 99 |
|
|
2019
Q2 | $307K | Buy |
2,665
+50
| +2% | +$5.76K | 0.18% | 100 |
|
|
2019
Q1 | $305K | Buy |
+2,615
| New | +$305K | 0.19% | 95 |
|
|
2018
Q4 | – | Sell |
-2,065
| Closed | -$212K | – | 114 |
|
|
2018
Q3 | $212K | Buy |
2,065
+100
| +5% | +$10.3K | 0.15% | 105 |
|
|
2018
Q2 | $211K | Buy |
+1,965
| New | +$211K | 0.16% | 104 |
|