Private Trust Company’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
Q3 | $128K | Sell |
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|
2025
Q2 | $131K | Buy |
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|
2025
Q1 | $143K | Buy |
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|
2024
Q4 | $92.7K | Sell |
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|
2024
Q3 | $153K | Sell |
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|
2024
Q2 | $168K | Buy |
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|
2024
Q1 | $179K | Sell |
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|
2023
Q4 | $183K | Buy |
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|
2023
Q3 | $175K | Sell |
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|
2023
Q2 | $211K | Buy |
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|
2023
Q1 | $166K | Buy |
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|
2022
Q4 | $137K | Hold |
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|
2022
Q3 | $119K | Sell |
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|
2022
Q2 | $111K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $222K | Buy |
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|
2019
Q2 | $214K | Sell |
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|
2019
Q1 | $218K | Sell |
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|
2018
Q4 | $234K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $221K | Buy |
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|
2018
Q1 | $233K | Sell |
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|
2017
Q4 | $245K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $22K | Buy |
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|
2014
Q2 | $20K | Buy |
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|
2014
Q1 | $12K | Hold |
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|
2013
Q4 | $12K | Hold |
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|
2013
Q3 | $13K | Sell |
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|
2013
Q2 | $29K | Buy |
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