RCYC
Richard C. Young & Co’s J.M. Smucker SJM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $700K | Sell |
7,130
-175
| -2% | -$17.2K | 0.07% | 72 |
|
|
2025
Q1 | $865K | Sell |
7,305
-596
| -8% | -$70.6K | 0.09% | 70 |
|
|
2024
Q4 | $870K | Sell |
7,901
-714
| -8% | -$78.6K | 0.09% | 71 |
|
|
2024
Q3 | $1.04M | Sell |
8,615
-7,397
| -46% | -$896K | 0.11% | 65 |
|
|
2024
Q2 | $1.75M | Sell |
16,012
-66,431
| -81% | -$7.24M | 0.21% | 62 |
|
|
2024
Q1 | $10.4M | Buy |
82,443
+1,186
| +1% | +$149K | 1.3% | 45 |
|
|
2023
Q4 | $10.3M | Buy |
81,257
+54,737
| +206% | +$6.92M | 1.38% | 41 |
|
|
2023
Q3 | $3.26M | Buy |
26,520
+13
| +0% | +$1.6K | 0.46% | 56 |
|
|
2023
Q2 | $3.91M | Sell |
26,507
-94
| -0.4% | -$13.9K | 0.54% | 54 |
|
|
2023
Q1 | $4.19M | Sell |
26,601
-564
| -2% | -$88.8K | 0.58% | 57 |
|
|
2022
Q4 | $4.3M | Sell |
27,165
-284
| -1% | -$45K | 0.57% | 61 |
|
|
2022
Q3 | $3.77M | Sell |
27,449
-471
| -2% | -$64.7K | 0.58% | 58 |
|
|
2022
Q2 | $3.57M | Buy |
27,920
+138
| +0.5% | +$17.7K | 0.46% | 61 |
|
|
2022
Q1 | $3.76M | Sell |
27,782
-262
| -0.9% | -$35.5K | 0.48% | 61 |
|
|
2021
Q4 | $3.81M | Buy |
28,044
+15
| +0.1% | +$2.04K | 0.48% | 61 |
|
|
2021
Q3 | $3.36M | Buy |
28,029
+47
| +0.2% | +$5.64K | 0.46% | 59 |
|
|
2021
Q2 | $3.63M | Buy |
27,982
+8
| +0% | +$1.04K | 0.46% | 62 |
|
|
2021
Q1 | $3.54M | Sell |
27,974
-145
| -0.5% | -$18.3K | 0.47% | 62 |
|
|
2020
Q4 | $3.25M | Sell |
28,119
-390
| -1% | -$45.1K | 0.49% | 60 |
|
|
2020
Q3 | $3.29M | Sell |
28,509
-502
| -2% | -$58K | 0.53% | 58 |
|
|
2020
Q2 | $3.07M | Sell |
29,011
-214
| -0.7% | -$22.6K | 0.51% | 60 |
|
|
2020
Q1 | $3.24M | Buy |
29,225
+1,262
| +5% | +$140K | 0.63% | 52 |
|
|
2019
Q4 | $2.91M | Buy |
27,963
+1,779
| +7% | +$185K | 0.49% | 56 |
|
|
2019
Q3 | $2.88M | Buy |
26,184
+1,087
| +4% | +$120K | 0.52% | 56 |
|
|
2019
Q2 | $2.89M | Buy |
25,097
+1,677
| +7% | +$193K | 0.55% | 53 |
|
|
2019
Q1 | $2.73M | Buy |
23,420
+1,201
| +5% | +$140K | 0.52% | 57 |
|
|
2018
Q4 | $2.08M | Buy |
22,219
+1,002
| +5% | +$93.7K | 0.44% | 55 |
|
|
2018
Q3 | $2.18M | Buy |
21,217
+1,233
| +6% | +$127K | 0.41% | 53 |
|
|
2018
Q2 | $2.15M | Buy |
19,984
+2,432
| +14% | +$261K | 0.43% | 51 |
|
|
2018
Q1 | $2.18M | Buy |
17,552
+2,399
| +16% | +$298K | 0.43% | 51 |
|
|
2017
Q4 | $1.88M | Buy |
+15,153
| New | +$1.88M | 0.35% | 53 |
|