Sargent Bickham Lagudis’s J.M. Smucker SJM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $33.5K | Buy |
211
+42
| +25% | +$6.26K | ﹤0.01% | 508 |
|
|
2022
Q3 | $23K | Hold |
169
| – | – | ﹤0.01% | 547 |
|
|
2022
Q2 | $22K | Hold |
169
| – | – | ﹤0.01% | 576 |
|
|
2022
Q1 | $23K | Hold |
169
| – | – | ﹤0.01% | 582 |
|
|
2021
Q4 | $23K | Buy |
169
+1
| +0.6% | +$128 | ﹤0.01% | 579 |
|
|
2021
Q3 | $20K | Hold |
168
| – | – | ﹤0.01% | 600 |
|
|
2021
Q2 | $22K | Hold |
168
| – | – | ﹤0.01% | 596 |
|
|
2021
Q1 | $21K | Hold |
168
| – | – | ﹤0.01% | 578 |
|
|
2020
Q4 | $19K | Sell |
168
-38
| -18% | -$4.42K | ﹤0.01% | 563 |
|
|
2020
Q3 | $24K | Hold |
206
| – | – | ﹤0.01% | 482 |
|
|
2020
Q2 | $22K | Buy |
206
+1
| +0.5% | +$112 | ﹤0.01% | 474 |
|
|
2020
Q1 | $23K | Hold |
205
| – | – | ﹤0.01% | 447 |
|
|
2019
Q4 | $21K | Hold |
205
| – | – | ﹤0.01% | 518 |
|
|
2019
Q3 | $23K | Hold |
205
| – | – | ﹤0.01% | 454 |
|
|
2019
Q2 | $24K | Buy |
205
+1
| +0.5% | +$122 | ﹤0.01% | 467 |
|
|
2019
Q1 | $24K | Hold |
204
| – | – | ﹤0.01% | 490 |
|
|
2018
Q4 | $19K | Hold |
204
| – | – | ﹤0.01% | 495 |
|
|
2018
Q3 | $21K | Buy |
204
+1
| +0.5% | +$109 | ﹤0.01% | 493 |
|
|
2018
Q2 | $22K | Sell |
203
-353
| -63% | -$39.6K | ﹤0.01% | 476 |
|
|
2018
Q1 | $69K | Sell |
556
-194
| -26% | -$24.2K | 0.01% | 311 |
|
|
2017
Q4 | $93K | Sell |
750
-503
| -40% | -$55.9K | 0.01% | 286 |
|
|
2017
Q3 | $131K | Sell |
1,253
-99
| -7% | -$11.3K | 0.02% | 253 |
|
|
2017
Q2 | $160K | Buy |
1,352
+27
| +2% | +$3.41K | 0.02% | 223 |
|
|
2017
Q1 | $174K | Buy |
1,325
+34
| +3% | +$4.62K | 0.02% | 225 |
|
|
2016
Q4 | $165K | Hold |
1,291
| – | – | 0.03% | 218 |
|
|
2016
Q3 | $175 | Hold |
1,291
| – | – | 0.03% | 211 |
|
|
2016
Q2 | $197K | Buy |
1,291
+815
| +171% | +$108K | 0.03% | 205 |
|
|
2016
Q1 | $48K | Buy |
+476
| New | +$60K | 0.01% | 364 |
|
Other funds holding SJM
