Plante Moran Financial 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 |
-151
| Closed | -$17.9K | – | 852 |
|
|
2025
Q1 | $17.9K | Hold |
151
| – | – | ﹤0.01% | 495 |
|
|
2024
Q4 | $16.6K | Hold |
151
| – | – | ﹤0.01% | 517 |
|
|
2024
Q3 | $18.3K | Sell |
151
-26
| -15% | -$3.15K | ﹤0.01% | 539 |
|
|
2024
Q2 | $19.3K | Buy |
177
+26
| +17% | +$2.84K | ﹤0.01% | 490 |
|
|
2024
Q1 | $19K | Hold |
151
| – | – | ﹤0.01% | 515 |
|
|
2023
Q4 | $19.1K | Sell |
151
-290
| -66% | -$36.6K | ﹤0.01% | 461 |
|
|
2023
Q3 | $54.2K | Buy |
441
+265
| +151% | +$32.6K | 0.01% | 283 |
|
|
2023
Q2 | $26K | Hold |
176
| – | – | ﹤0.01% | 395 |
|
|
2023
Q1 | $27.7K | Hold |
176
| – | – | ﹤0.01% | 385 |
|
|
2022
Q4 | $27.9K | Hold |
176
| – | – | ﹤0.01% | 400 |
|
|
2022
Q3 | $24K | Hold |
176
| – | – | ﹤0.01% | 423 |
|
|
2022
Q2 | $23K | Hold |
176
| – | – | ﹤0.01% | 439 |
|
|
2022
Q1 | $24K | Sell |
176
-14
| -7% | -$1.91K | ﹤0.01% | 462 |
|
|
2021
Q4 | $26K | Sell |
190
-73
| -28% | -$9.99K | ﹤0.01% | 499 |
|
|
2021
Q3 | $32K | Buy |
+263
| New | +$32K | 0.01% | 461 |
|
|
2019
Q4 | – | Sell |
-283
| Closed | -$31K | – | 883 |
|
|
2019
Q3 | $31K | Hold |
283
| – | – | 0.01% | 416 |
|
|
2019
Q2 | $33K | Hold |
283
| – | – | 0.01% | 409 |
|
|
2019
Q1 | $33K | Sell |
283
-3
| -1% | -$350 | 0.01% | 402 |
|
|
2018
Q4 | $27K | Buy |
286
+3
| +1% | +$283 | 0.01% | 395 |
|
|
2018
Q3 | $29K | Sell |
283
-2
| -0.7% | -$205 | 0.01% | 387 |
|
|
2018
Q2 | $31K | Sell |
285
-47
| -14% | -$5.11K | 0.02% | 415 |
|
|
2018
Q1 | $41K | Hold |
332
| – | – | 0.02% | 384 |
|
|
2017
Q4 | $41K | Hold |
332
| – | – | 0.02% | 383 |
|
|
2017
Q3 | $35K | Hold |
332
| – | – | 0.02% | 379 |
|
|
2017
Q2 | $39K | Sell |
332
-1
| -0.3% | -$117 | 0.02% | 365 |
|
|
2017
Q1 | $44K | Sell |
333
-156
| -32% | -$20.6K | 0.03% | 344 |
|
|
2016
Q4 | $63K | Buy |
489
+58
| +13% | +$7.47K | 0.04% | 283 |
|
|
2016
Q3 | $58K | Hold |
431
| – | – | 0.04% | 284 |
|
|
2016
Q2 | $66K | Buy |
431
+1
| +0.2% | +$153 | 0.05% | 247 |
|
|
2016
Q1 | $56K | Hold |
430
| – | – | 0.04% | 248 |
|
|
2015
Q4 | $53K | Hold |
430
| – | – | 0.04% | 266 |
|
|
2015
Q3 | $49K | Buy |
430
+76
| +21% | +$8.66K | 0.04% | 260 |
|
|
2015
Q2 | $38K | Hold |
354
| – | – | 0.03% | 331 |
|
|
2015
Q1 | $41K | Buy |
354
+22
| +7% | +$2.55K | 0.03% | 310 |
|
|
2014
Q4 | $34K | Hold |
332
| – | – | 0.03% | 332 |
|
|
2014
Q3 | $33K | Sell |
332
-23
| -6% | -$2.29K | 0.03% | 320 |
|
|
2014
Q2 | $38K | Buy |
355
+49
| +16% | +$5.25K | 0.03% | 274 |
|
|
2014
Q1 | $30K | Hold |
306
| – | – | 0.03% | 209 |
|
|
2013
Q4 | $32K | Hold |
306
| – | – | 0.02% | 291 |
|
|
2013
Q3 | $32K | Hold |
306
| – | – | 0.02% | 238 |
|
|
2013
Q2 | $32K | Buy |
+306
| New | +$32K | 0.02% | 207 |
|