Savant Capital’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 | $452K | Buy |
4,598
+2,701
| +142% | +$265K | ﹤0.01% | 1154 |
|
|
2025
Q1 | $225K | Sell |
1,897
-175
| -8% | -$20.7K | ﹤0.01% | 1368 |
|
|
2024
Q4 | $228K | Sell |
2,072
-61
| -3% | -$6.72K | ﹤0.01% | 1253 |
|
|
2024
Q3 | $258K | Buy |
+2,133
| New | +$258K | ﹤0.01% | 1155 |
|
|
2024
Q2 | – | Sell |
-1,976
| Closed | -$249K | – | 1327 |
|
|
2024
Q1 | $249K | Buy |
+1,976
| New | +$249K | ﹤0.01% | 959 |
|
|
2023
Q4 | – | Sell |
-1,871
| Closed | -$230K | – | 866 |
|
|
2023
Q3 | $230K | Sell |
1,871
-464
| -20% | -$57K | ﹤0.01% | 721 |
|
|
2023
Q2 | $345K | Sell |
2,335
-90
| -4% | -$13.3K | 0.01% | 609 |
|
|
2023
Q1 | $382K | Sell |
2,425
-316
| -12% | -$49.7K | 0.01% | 533 |
|
|
2022
Q4 | $431K | Buy |
2,741
+715
| +35% | +$113K | 0.01% | 386 |
|
|
2022
Q3 | $278K | Buy |
2,026
+105
| +5% | +$14.4K | 0.01% | 442 |
|
|
2022
Q2 | $246K | Sell |
1,921
-463
| -19% | -$59.3K | 0.01% | 473 |
|
|
2022
Q1 | $323K | Buy |
2,384
+153
| +7% | +$20.7K | 0.01% | 437 |
|
|
2021
Q4 | $303K | Buy |
2,231
+534
| +31% | +$72.5K | 0.01% | 451 |
|
|
2021
Q3 | $204K | Buy |
1,697
+88
| +5% | +$10.6K | 0.01% | 500 |
|
|
2021
Q2 | $208K | Sell |
1,609
-130
| -7% | -$16.8K | 0.01% | 472 |
|
|
2021
Q1 | $220K | Buy |
+1,739
| New | +$220K | 0.01% | 429 |
|