Physicians Financial Services’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 |
|
|||||
|
2025
Q1 | $309K | Sell |
|
|||||
|
2024
Q4 | $337K | Sell |
|
|||||
|
2024
Q3 | $386K | Sell |
|
|||||
|
2024
Q2 | $382K | Sell |
|
|||||
|
2024
Q1 | $456K | Sell |
|
|||||
|
2023
Q4 | $460K | Hold |
|
|||||
|
2023
Q3 | $447K | Hold |
|
|||||
|
2023
Q2 | $538K | Sell |
|
|||||
|
2023
Q1 | $585K | Buy |
|
|||||
|
2022
Q4 | $583K | Sell |
|
|||||
|
2022
Q3 | $510K | Sell |
|
|||||
|
2022
Q2 | $490K | Buy |
|
|||||
|
2022
Q1 | $503K | Hold |
|
|||||
|
2021
Q4 | $505K | Sell |
|
|||||
|
2021
Q3 | $455K | Hold |
|
|||||
|
2021
Q2 | $491K | Sell |
|
|||||
|
2021
Q1 | $486K | Buy |
|
|||||
|
2020
Q4 | $334K | Buy |
|
|||||
|
2020
Q3 | $291K | Sell |
|
|||||
|
2020
Q2 | $287K | Sell |
|
|||||
|
2020
Q1 | $307K | Buy |
|
|||||
|
2019
Q4 | $278K | Hold |
|
|||||
|
2019
Q3 | $293K | Hold |
|
|||||
|
2019
Q2 | $307K | Buy |
|
|||||
|
2019
Q1 | $305K | Buy |
|
|||||
|
2018
Q4 | – | Sell |
|
|||||
|
2018
Q3 | $212K | Buy |
|
|||||
|
2018
Q2 | $211K | Buy |
|