Riverwater Partners’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 | $345K | Sell |
3,511
-39
| -1% | -$3.83K | 0.16% | 146 |
|
2025
Q1 | $420K | Buy |
3,550
+20
| +0.6% | +$2.37K | 0.22% | 115 |
|
2024
Q4 | $389K | Sell |
3,530
-2,939
| -45% | -$324K | 0.19% | 129 |
|
2024
Q3 | $771K | Sell |
6,469
-18
| -0.3% | -$2.14K | 0.38% | 73 |
|
2024
Q2 | $707K | Sell |
6,487
-90
| -1% | -$9.81K | 0.52% | 48 |
|
2024
Q1 | $828K | Sell |
6,577
-3,094
| -32% | -$389K | 0.61% | 39 |
|
2023
Q4 | $1.22M | Sell |
9,671
-240
| -2% | -$30.3K | 0.96% | 21 |
|
2023
Q3 | $1.22M | Sell |
9,911
-3,203
| -24% | -$394K | 1.11% | 18 |
|
2023
Q2 | $1.94M | Buy |
13,114
+457
| +4% | +$67.5K | 1.72% | 5 |
|
2023
Q1 | $1.99M | Sell |
12,657
-129
| -1% | -$20.3K | 1.83% | 5 |
|
2022
Q4 | $2.03M | Buy |
12,786
+289
| +2% | +$45.8K | 1.73% | 3 |
|
2022
Q3 | $1.72M | Buy |
12,497
+7
| +0.1% | +$962 | 1.72% | 3 |
|
2022
Q2 | $1.6M | Buy |
12,490
+648
| +5% | +$83K | 1.61% | 3 |
|
2022
Q1 | $1.6M | Sell |
11,842
-390
| -3% | -$52.8K | 2.64% | 1 |
|
2021
Q4 | $1.66M | Buy |
+12,232
| New | +$1.66M | 1.48% | 5 |
|