Private Ocean’s J.M. Smucker SJM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	$2.18K	Buy	20 +3	+18%	+$327	﹤0.01%	520
2024 Q1	$2.14K	Hold	17	–	–	﹤0.01%	453
2023 Q4	$2.15K	Hold	17	–	–	﹤0.01%	457
2023 Q3	$2.09K	Hold	17	–	–	﹤0.01%	442
2023 Q2	$2.51K	Hold	17	–	–	﹤0.01%	479
2023 Q1	$2.68K	Hold	17	–	–	﹤0.01%	505
2022 Q4	$2.69K	Hold	17	–	–	﹤0.01%	466
2022 Q3	$2K	Hold	17	–	–	﹤0.01%	490
2022 Q2	$2K	Hold	17	–	–	﹤0.01%	433
2022 Q1	$2K	Hold	17	–	–	﹤0.01%	508
2021 Q4	$2K	Hold	17	–	–	﹤0.01%	528
2021 Q3	$2K	Hold	17	–	–	﹤0.01%	510
2021 Q2	$2K	Hold	17	–	–	﹤0.01%	494
2021 Q1	$2K	Hold	17	–	–	﹤0.01%	544
2020 Q4	$2K	Buy	17 +1	+6%	+$118	﹤0.01%	473
2020 Q3	$2K	Hold	16	–	–	﹤0.01%	484
2020 Q2	$1K	Hold	16	–	–	﹤0.01%	466
2020 Q1	$1K	Hold	16	–	–	﹤0.01%	510
2019 Q4	$2K	Hold	16	–	–	﹤0.01%	445
2019 Q3	$2K	Hold	16	–	–	﹤0.01%	544
2019 Q2	$1K	Hold	16	–	–	﹤0.01%	454
2019 Q1	$2K	Hold	16	–	–	﹤0.01%	384
2018 Q4	$1K	Hold	16	–	–	﹤0.01%	341
2018 Q3	$2K	Hold	16	–	–	﹤0.01%	322
2018 Q2	$2K	Hold	16	–	–	﹤0.01%	345
2018 Q1	$1K	Hold	16	–	–	﹤0.01%	382
2017 Q4	$2K	Hold	16	–	–	﹤0.01%	370
2017 Q3	$2K	Hold	16	–	–	﹤0.01%	190
2017 Q2	$2K	Hold	16	–	–	﹤0.01%	162
2017 Q1	$2K	Hold	16	–	–	﹤0.01%	164
2016 Q4	$2K	Hold	16	–	–	﹤0.01%	178
2016 Q3	$2K	Hold	16	–	–	﹤0.01%	179
2016 Q2	$2K	Hold	16	–	–	﹤0.01%	171
2016 Q1	$2K	Hold	16	–	–	﹤0.01%	166
2015 Q4	$2K	Buy	+16	New	+$2K	﹤0.01%	172