Schulhoff & Co’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 | $341K | Hold |
3,477
| – | – | 0.15% | 97 |
|
|
2025
Q1 | $412K | Hold |
3,477
| – | – | 0.18% | 91 |
|
|
2024
Q4 | $383K | Hold |
3,477
| – | – | 0.14% | 91 |
|
|
2024
Q3 | $421K | Hold |
3,477
| – | – | 0.18% | 87 |
|
|
2024
Q2 | $379K | Sell |
3,477
-2,721
| -44% | -$297K | 0.17% | 86 |
|
|
2024
Q1 | $780K | Hold |
6,198
| – | – | 0.34% | 63 |
|
|
2023
Q4 | $783K | Hold |
6,198
| – | – | 0.37% | 60 |
|
|
2023
Q3 | $762K | Hold |
6,198
| – | – | 0.39% | 58 |
|
|
2023
Q2 | $915K | Hold |
6,198
| – | – | 0.43% | 57 |
|
|
2023
Q1 | $975K | Hold |
6,198
| – | – | 0.45% | 52 |
|
|
2022
Q4 | $982K | Hold |
6,198
| – | – | 0.45% | 52 |
|
|
2022
Q3 | $851K | Sell |
6,198
-64
| -1% | -$8.79K | 0.44% | 54 |
|
|
2022
Q2 | $801K | Hold |
6,262
| – | – | 0.37% | 57 |
|
|
2022
Q1 | $847K | Sell |
6,262
-6
| -0.1% | -$812 | 0.36% | 60 |
|
|
2021
Q4 | $851K | Sell |
6,268
-56
| -0.9% | -$7.6K | 0.35% | 60 |
|
|
2021
Q3 | $759K | Hold |
6,324
| – | – | 0.34% | 62 |
|
|
2021
Q2 | $819K | Hold |
6,324
| – | – | 0.36% | 59 |
|
|
2021
Q1 | $800K | Hold |
6,324
| – | – | 0.37% | 60 |
|
|
2020
Q4 | $731K | Sell |
6,324
-638
| -9% | -$73.7K | 0.37% | 60 |
|
|
2020
Q3 | $804K | Hold |
6,962
| – | – | 0.43% | 53 |
|
|
2020
Q2 | $736K | Hold |
6,962
| – | – | 0.43% | 51 |
|
|
2020
Q1 | $772K | Sell |
6,962
-10
| -0.1% | -$1.11K | 0.48% | 49 |
|
|
2019
Q4 | $725K | Hold |
6,972
| – | – | 0.34% | 61 |
|
|
2019
Q3 | $767K | Sell |
6,972
-22
| -0.3% | -$2.42K | 0.38% | 57 |
|
|
2019
Q2 | $805K | Hold |
6,994
| – | – | 0.42% | 57 |
|
|
2019
Q1 | $814K | Buy |
6,994
+716
| +11% | +$83.3K | 0.44% | 55 |
|
|
2018
Q4 | $586K | Hold |
6,278
| – | – | 0.37% | 59 |
|
|
2018
Q3 | $644K | Hold |
6,278
| – | – | 0.36% | 61 |
|
|
2018
Q2 | $674K | Sell |
6,278
-54
| -0.9% | -$5.8K | 0.4% | 55 |
|
|
2018
Q1 | $785K | Hold |
6,332
| – | – | 0.46% | 52 |
|
|
2017
Q4 | $786K | Hold |
6,332
| – | – | 0.44% | 51 |
|
|
2017
Q3 | $664K | Sell |
6,332
-16
| -0.3% | -$1.68K | 0.39% | 56 |
|
|
2017
Q2 | $751K | Hold |
6,348
| – | – | 0.46% | 50 |
|
|
2017
Q1 | $832K | Sell |
6,348
-4
| -0.1% | -$524 | 0.51% | 46 |
|
|
2016
Q4 | $813K | Hold |
6,352
| – | – | 0.5% | 48 |
|
|
2016
Q3 | $860K | Hold |
6,352
| – | – | 0.53% | 45 |
|
|
2016
Q2 | $968K | Hold |
6,352
| – | – | 0.6% | 43 |
|
|
2016
Q1 | $824K | Hold |
6,352
| – | – | 0.54% | 45 |
|
|
2015
Q4 | $783K | Sell |
6,352
-8
| -0.1% | -$986 | 0.53% | 46 |
|
|
2015
Q3 | $725K | Hold |
6,360
| – | – | 0.52% | 48 |
|
|
2015
Q2 | $689K | Sell |
6,360
-152
| -2% | -$16.5K | 0.44% | 49 |
|
|
2015
Q1 | $753K | Hold |
6,512
| – | – | 0.47% | 47 |
|
|
2014
Q4 | $657K | Hold |
6,512
| – | – | 0.4% | 49 |
|
|
2014
Q3 | $645K | Buy |
6,512
+129
| +2% | +$12.8K | 0.4% | 50 |
|
|
2014
Q2 | $680K | Hold |
6,383
| – | – | 0.42% | 51 |
|
|
2014
Q1 | $621K | Buy |
6,383
+13
| +0.2% | +$1.27K | 0.42% | 49 |
|
|
2013
Q4 | $660K | Hold |
6,370
| – | – | 0.45% | 43 |
|
|
2013
Q3 | $669K | Sell |
6,370
-500
| -7% | -$52.5K | 0.48% | 43 |
|
|
2013
Q2 | $709K | Buy |
+6,870
| New | +$709K | 0.53% | 41 |
|