Private Advisor Group’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 | $1.06M | Sell |
10,749
-236
| -2% | -$23.2K | 0.01% | 1286 |
|
|
2025
Q1 | $1.3M | Sell |
10,985
-6,486
| -37% | -$768K | 0.01% | 1115 |
|
|
2024
Q4 | $1.92M | Buy |
17,471
+4,960
| +40% | +$546K | 0.01% | 904 |
|
|
2024
Q3 | $1.53M | Sell |
12,511
-932
| -7% | -$114K | 0.01% | 1016 |
|
|
2024
Q2 | $1.45M | Buy |
13,443
+2,598
| +24% | +$281K | 0.01% | 1004 |
|
|
2024
Q1 | $1.37M | Buy |
10,845
+572
| +6% | +$72K | 0.01% | 1003 |
|
|
2023
Q4 | $1.3M | Sell |
10,273
-2,881
| -22% | -$364K | 0.01% | 980 |
|
|
2023
Q3 | $1.62M | Sell |
13,154
-438
| -3% | -$53.8K | 0.01% | 794 |
|
|
2023
Q2 | $2.02M | Buy |
13,592
+41
| +0.3% | +$6.09K | 0.02% | 720 |
|
|
2023
Q1 | $2.13M | Sell |
13,551
-571
| -4% | -$89.9K | 0.02% | 649 |
|
|
2022
Q4 | $550K | Sell |
14,122
-520
| -4% | -$20.3K | 0.03% | 543 |
|
|
2022
Q3 | $2.01M | Sell |
14,642
-3,128
| -18% | -$430K | 0.02% | 619 |
|
|
2022
Q2 | $2.28M | Buy |
17,770
+281
| +2% | +$36K | 0.02% | 681 |
|
|
2022
Q1 | $2.37M | Buy |
17,489
+1,564
| +10% | +$212K | 0.02% | 735 |
|
|
2021
Q4 | $2.16M | Sell |
15,925
-3,823
| -19% | -$519K | 0.02% | 771 |
|
|
2021
Q3 | $2.37M | Buy |
19,748
+9,426
| +91% | +$1.13M | 0.02% | 817 |
|
|
2021
Q2 | $1.34M | Buy |
10,322
+1,816
| +21% | +$235K | 0.01% | 913 |
|
|
2021
Q1 | $1.08M | Buy |
8,506
+267
| +3% | +$33.8K | 0.01% | 969 |
|
|
2020
Q4 | $952K | Buy |
8,239
+3,061
| +59% | +$354K | 0.01% | 924 |
|
|
2020
Q3 | $598K | Buy |
5,178
+327
| +7% | +$37.8K | 0.01% | 985 |
|
|
2020
Q2 | $513K | Buy |
4,851
+319
| +7% | +$33.7K | 0.01% | 1009 |
|
|
2020
Q1 | $503K | Sell |
4,532
-72
| -2% | -$7.99K | 0.01% | 887 |
|
|
2019
Q4 | $479K | Sell |
4,604
-1,260
| -21% | -$131K | 0.01% | 1061 |
|
|
2019
Q3 | $636K | Buy |
5,864
+1,697
| +41% | +$184K | 0.01% | 957 |
|
|
2019
Q2 | $480K | Buy |
4,167
+133
| +3% | +$15.3K | 0.01% | 1064 |
|
|
2019
Q1 | $470K | Buy |
4,034
+496
| +14% | +$57.8K | 0.01% | 997 |
|
|
2018
Q4 | $331K | Buy |
3,538
+502
| +17% | +$47K | 0.01% | 988 |
|
|
2018
Q3 | $312K | Buy |
3,036
+772
| +34% | +$79.3K | 0.01% | 1206 |
|
|
2018
Q2 | $239K | Buy |
+2,264
| New | +$239K | ﹤0.01% | 1096 |
|
|
2018
Q1 | – | Sell |
-2,278
| Closed | -$288K | – | 1352 |
|
|
2017
Q4 | $288K | Sell |
2,278
-373
| -14% | -$47.2K | 0.01% | 898 |
|
|
2017
Q3 | $273K | Buy |
2,651
+88
| +3% | +$9.06K | 0.01% | 1196 |
|
|
2017
Q2 | $293K | Sell |
2,563
-11
| -0.4% | -$1.26K | 0.01% | 1081 |
|
|
2017
Q1 | $335K | Buy |
2,574
+461
| +22% | +$60K | 0.01% | 1023 |
|
|
2016
Q4 | $276K | Sell |
2,113
-297
| -12% | -$38.8K | 0.01% | 990 |
|
|
2016
Q3 | $321K | Sell |
2,410
-2,669
| -53% | -$355K | 0.01% | 801 |
|
|
2016
Q2 | $777K | Sell |
5,079
-31
| -0.6% | -$4.74K | 0.03% | 479 |
|
|
2016
Q1 | $647K | Buy |
5,110
+4
| +0.1% | +$506 | 0.03% | 484 |
|
|
2015
Q4 | $630K | Buy |
5,106
+1,358
| +36% | +$168K | 0.03% | 527 |
|
|
2015
Q3 | $428K | Buy |
3,748
+1,740
| +87% | +$199K | 0.02% | 624 |
|
|
2015
Q2 | $218K | Buy |
+2,008
| New | +$218K | 0.01% | 916 |
|
|
2014
Q4 | – | Sell |
-2,102
| Closed | -$208K | – | 1219 |
|
|
2014
Q3 | $208K | Buy |
2,102
+153
| +8% | +$15.1K | 0.01% | 835 |
|
|
2014
Q2 | $208K | Sell |
1,949
-6,024
| -76% | -$643K | 0.02% | 789 |
|
|
2014
Q1 | $775K | Buy |
+7,973
| New | +$775K | 0.08% | 300 |
|