Reik & Co’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 | $4.65M | Sell |
47,397
-4,492
| -9% | -$441K | 1.16% | 11 |
|
|
2025
Q1 | $6.14M | Sell |
51,889
-2,126
| -4% | -$252K | 1.43% | 10 |
|
|
2024
Q4 | $5.95M | Sell |
54,015
-1,447
| -3% | -$159K | 1.43% | 11 |
|
|
2024
Q3 | $6.72M | Sell |
55,462
-707
| -1% | -$85.6K | 1.6% | 10 |
|
|
2024
Q2 | $6.12M | Sell |
56,169
-693
| -1% | -$75.6K | 1.58% | 11 |
|
|
2024
Q1 | $7.16M | Sell |
56,862
-25
| -0% | -$3.15K | 1.79% | 8 |
|
|
2023
Q4 | $7.19M | Sell |
56,887
-3,520
| -6% | -$445K | 2.02% | 8 |
|
|
2023
Q3 | $7.42M | Sell |
60,407
-1,282
| -2% | -$158K | 2.18% | 8 |
|
|
2023
Q2 | $9.11M | Sell |
61,689
-80
| -0.1% | -$11.8K | 2.51% | 8 |
|
|
2023
Q1 | $9.72M | Sell |
61,769
-449
| -0.7% | -$70.7K | 2.86% | 8 |
|
|
2022
Q4 | $9.86M | Hold |
62,218
| – | – | 2.84% | 7 |
|
|
2022
Q3 | $8.55M | Hold |
62,218
| – | – | 2.74% | 8 |
|
|
2022
Q2 | $7.97M | Buy |
62,218
+4,000
| +7% | +$512K | 2.25% | 8 |
|
|
2022
Q1 | $7.88M | Sell |
58,218
-4,273
| -7% | -$579K | 1.97% | 8 |
|
|
2021
Q4 | $8.49M | Sell |
62,491
-175
| -0.3% | -$23.8K | 2.03% | 9 |
|
|
2021
Q3 | $7.52M | Sell |
62,666
-415
| -0.7% | -$49.8K | 1.95% | 9 |
|
|
2021
Q2 | $8.17M | Sell |
63,081
-500
| -0.8% | -$64.8K | 2.09% | 8 |
|
|
2021
Q1 | $8.05M | Sell |
63,581
-236
| -0.4% | -$29.9K | 2.05% | 8 |
|
|
2020
Q4 | $7.38M | Sell |
63,817
-300
| -0.5% | -$34.7K | 1.91% | 10 |
|
|
2020
Q3 | $7.41M | Sell |
64,117
-5,991
| -9% | -$692K | 1.89% | 11 |
|
|
2020
Q2 | $7.42M | Sell |
70,108
-1,480
| -2% | -$157K | 2.05% | 10 |
|
|
2020
Q1 | $7.95M | Buy |
71,588
+2,690
| +4% | +$299K | 2.55% | 8 |
|
|
2019
Q4 | $7.18M | Buy |
68,898
+270
| +0.4% | +$28.1K | 1.85% | 10 |
|
|
2019
Q3 | $7.55M | Sell |
68,628
-6,605
| -9% | -$727K | 1.99% | 10 |
|
|
2019
Q2 | $8.67M | Sell |
75,233
-1,460
| -2% | -$168K | 2.32% | 9 |
|
|
2019
Q1 | $8.94M | Sell |
76,693
-375
| -0.5% | -$43.7K | 2.44% | 9 |
|
|
2018
Q4 | $7.21M | Hold |
77,068
| – | – | 2.16% | 10 |
|
|
2018
Q3 | $7.91M | Buy |
77,068
+625
| +0.8% | +$64.1K | 2.26% | 10 |
|
|
2018
Q2 | $8.22M | Buy |
76,443
+2,754
| +4% | +$296K | 2.53% | 10 |
|
|
2018
Q1 | $9.14M | Buy |
73,689
+905
| +1% | +$112K | 2.97% | 9 |
|
|
2017
Q4 | $9.04M | Buy |
72,784
+895
| +1% | +$111K | 2.9% | 9 |
|
|
2017
Q3 | $7.54M | Buy |
71,889
+1,040
| +1% | +$109K | 2.52% | 11 |
|
|
2017
Q2 | $8.38M | Buy |
70,849
+1,900
| +3% | +$225K | 2.8% | 8 |
|
|
2017
Q1 | $9.04M | Sell |
68,949
-7,000
| -9% | -$918K | 3.04% | 8 |
|
|
2016
Q4 | $9.73M | Buy |
75,949
+2,124
| +3% | +$272K | 3.35% | 7 |
|
|
2016
Q3 | $10M | Buy |
73,825
+2,555
| +4% | +$346K | 3.44% | 7 |
|
|
2016
Q2 | $10.9M | Buy |
71,270
+7,760
| +12% | +$1.18M | 3.69% | 7 |
|
|
2016
Q1 | $8.25M | Buy |
63,510
+1,477
| +2% | +$192K | 2.98% | 8 |
|
|
2015
Q4 | $7.65M | Buy |
62,033
+5,605
| +10% | +$691K | 2.79% | 9 |
|
|
2015
Q3 | $6.44M | Hold |
56,428
| – | – | 2.29% | 10 |
|
|
2015
Q2 | $6.12M | Hold |
56,428
| – | – | 1.98% | 11 |
|
|
2015
Q1 | $6.53M | Sell |
56,428
-3,220
| -5% | -$373K | 2.11% | 11 |
|
|
2014
Q4 | $6.02M | Sell |
59,648
-30
| -0.1% | -$3.03K | 1.91% | 11 |
|
|
2014
Q3 | $5.91M | Sell |
59,678
-100
| -0.2% | -$9.9K | 2.01% | 11 |
|
|
2014
Q2 | $6.37M | Hold |
59,778
| – | – | 2.16% | 11 |
|
|
2014
Q1 | $5.81M | Buy |
59,778
+9,994
| +20% | +$972K | 2.06% | 11 |
|
|
2013
Q4 | $5.16M | Hold |
49,784
| – | – | 1.86% | 11 |
|
|
2013
Q3 | $5.23M | Hold |
49,784
| – | – | 2.16% | 11 |
|
|
2013
Q2 | $5.6M | Buy |
+49,784
| New | +$5.6M | 2.28% | 11 |
|