Rowlandmiller & 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 | $457K | Hold |
4,653
| – | – | 0.09% | 108 |
|
|
2025
Q1 | $551K | Buy |
4,653
+119
| +3% | +$14.1K | 0.12% | 96 |
|
|
2024
Q4 | $499K | Sell |
4,534
-40
| -0.9% | -$4.41K | 0.1% | 102 |
|
|
2024
Q3 | $554K | Sell |
4,574
-370
| -7% | -$44.8K | 0.11% | 96 |
|
|
2024
Q2 | $539K | Hold |
4,944
| – | – | 0.12% | 93 |
|
|
2024
Q1 | $622K | Hold |
4,944
| – | – | 0.13% | 88 |
|
|
2023
Q4 | $625K | Sell |
4,944
-740
| -13% | -$93.5K | 0.14% | 86 |
|
|
2023
Q3 | $699K | Hold |
5,684
| – | – | 0.17% | 83 |
|
|
2023
Q2 | $839K | Buy |
5,684
+7
| +0.1% | +$1.03K | 0.2% | 81 |
|
|
2023
Q1 | $893K | Hold |
5,677
| – | – | 0.22% | 78 |
|
|
2022
Q4 | $903K | Hold |
5,677
| – | – | 0.22% | 75 |
|
|
2022
Q3 | $780K | Hold |
5,677
| – | – | 0.21% | 73 |
|
|
2022
Q2 | $727K | Buy |
5,677
+615
| +12% | +$78.7K | 0.19% | 84 |
|
|
2022
Q1 | $685K | Sell |
5,062
-280
| -5% | -$37.9K | 0.16% | 91 |
|
|
2021
Q4 | $726K | Sell |
5,342
-1,468
| -22% | -$199K | 0.16% | 87 |
|
|
2021
Q3 | $721K | Buy |
6,810
+1,468
| +27% | +$155K | 0.24% | 64 |
|
|
2021
Q2 | $692K | Buy |
5,342
+2
| +0% | +$259 | 0.17% | 87 |
|
|
2021
Q1 | $676K | Sell |
5,340
-975
| -15% | -$123K | 0.18% | 81 |
|
|
2020
Q4 | $730K | Sell |
6,315
-680
| -10% | -$78.6K | 0.21% | 73 |
|
|
2020
Q3 | $776K | Buy |
6,995
+185
| +3% | +$20.5K | 0.31% | 61 |
|
|
2020
Q2 | $721K | Sell |
6,810
-185
| -3% | -$19.6K | 0.24% | 64 |
|
|
2020
Q1 | $776K | Sell |
6,995
-55
| -0.8% | -$6.11K | 0.31% | 61 |
|
|
2019
Q4 | $734K | Hold |
7,050
| – | – | 0.23% | 70 |
|
|
2019
Q3 | $777K | Sell |
7,050
-725
| -9% | -$79.9K | 0.26% | 66 |
|
|
2019
Q2 | $902K | Sell |
7,775
-1,085
| -12% | -$126K | 0.31% | 63 |
|
|
2019
Q1 | $1.03M | Buy |
8,860
+125
| +1% | +$14.6K | 0.37% | 57 |
|
|
2018
Q4 | $817K | Buy |
8,735
+205
| +2% | +$19.2K | 0.33% | 61 |
|
|
2018
Q3 | $875K | Buy |
8,530
+330
| +4% | +$33.9K | 0.32% | 63 |
|
|
2018
Q2 | $881K | Buy |
8,200
+550
| +7% | +$59.1K | 0.34% | 57 |
|
|
2018
Q1 | $951K | Buy |
7,650
+536
| +8% | +$66.7K | 0.38% | 56 |
|
|
2017
Q4 | $886K | Sell |
7,114
-25
| -0.4% | -$3.12K | 0.35% | 56 |
|
|
2017
Q3 | $751K | Buy |
7,139
+1,095
| +18% | +$115K | 0.31% | 61 |
|
|
2017
Q2 | $717K | Buy |
6,044
+88
| +1% | +$10.4K | 0.3% | 57 |
|
|
2017
Q1 | $782K | Sell |
5,956
-250
| -4% | -$32.8K | 0.34% | 56 |
|
|
2016
Q4 | $793K | Hold |
6,206
| – | – | 0.36% | 56 |
|
|
2016
Q3 | $841K | Sell |
6,206
-100
| -2% | -$13.6K | 0.39% | 54 |
|
|
2016
Q2 | $959K | Sell |
6,306
-345
| -5% | -$52.4K | 0.44% | 52 |
|
|
2016
Q1 | $864K | Buy |
6,651
+1
| +0% | +$130 | 0.41% | 55 |
|
|
2015
Q4 | $809K | Buy |
6,650
+60
| +0.9% | +$7.3K | 0.41% | 55 |
|
|
2015
Q3 | $747K | Sell |
6,590
-40
| -0.6% | -$4.53K | 0.4% | 56 |
|
|
2015
Q2 | $719K | Hold |
6,630
| – | – | 0.36% | 57 |
|
|
2015
Q1 | $762K | Hold |
6,630
| – | – | 0.38% | 56 |
|
|
2014
Q4 | $669K | Buy |
+6,630
| New | +$669K | 0.32% | 59 |
|