Ritholtz Wealth Management’s J.M. Smucker SJM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-6,434
| Closed | -$813K | – | 825 |
|
|
2023
Q4 | $813K | Buy |
+6,434
| New | +$813K | 0.03% | 373 |
|
|
2023
Q2 | – | Sell |
-1,325
| Closed | -$209K | – | 703 |
|
|
2023
Q1 | $209K | Sell |
1,325
-28
| -2% | -$4.41K | 0.01% | 595 |
|
|
2022
Q4 | $214K | Sell |
1,353
-486
| -26% | -$77K | 0.01% | 528 |
|
|
2022
Q3 | $253K | Buy |
+1,839
| New | +$253K | 0.01% | 596 |
|
|
2021
Q3 | – | Sell |
-2,097
| Closed | -$272K | – | 542 |
|
|
2021
Q2 | $272K | Buy |
+2,097
| New | +$272K | 0.02% | 388 |
|
|
2020
Q1 | – | Sell |
-2,130
| Closed | -$222K | – | 195 |
|
|
2019
Q4 | $222K | Sell |
2,130
-10
| -0.5% | -$1.04K | 0.03% | 128 |
|
|
2019
Q3 | $235K | Buy |
2,140
+10
| +0.5% | +$1.1K | 0.04% | 117 |
|
|
2019
Q2 | $245K | Hold |
2,130
| – | – | 0.04% | 111 |
|
|
2019
Q1 | $248K | Buy |
+2,130
| New | +$248K | 0.05% | 112 |
|
|
2018
Q4 | – | Sell |
-2,130
| Closed | -$219K | – | 132 |
|
|
2018
Q3 | $219K | Sell |
2,130
-46
| -2% | -$4.73K | 0.06% | 107 |
|
|
2018
Q2 | $234K | Buy |
2,176
+40
| +2% | +$4.3K | 0.06% | 103 |
|
|
2018
Q1 | $265K | Hold |
2,136
| – | – | 0.08% | 91 |
|
|
2017
Q4 | $265K | Buy |
+2,136
| New | +$265K | 0.08% | 96 |
|