Shorepoint Capital 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
Q1 | $3.41M | Buy |
28,794
+1,581
| +6% | +$187K | 0.77% | 54 |
|
|
2024
Q4 | $3M | Buy |
27,213
+818
| +3% | +$90.1K | 0.69% | 55 |
|
|
2024
Q3 | $3.2M | Sell |
26,395
-41
| -0.2% | -$4.97K | 0.73% | 56 |
|
|
2024
Q2 | $2.88M | Buy |
26,436
+1,202
| +5% | +$131K | 0.68% | 59 |
|
|
2024
Q1 | $3.18M | Buy |
25,234
+544
| +2% | +$68.5K | 0.78% | 51 |
|
|
2023
Q4 | $3.12M | Buy |
24,690
+4,694
| +23% | +$593K | 0.84% | 47 |
|
|
2023
Q3 | $2.46M | Buy |
19,996
+381
| +2% | +$46.8K | 0.72% | 54 |
|
|
2023
Q2 | $2.9M | Sell |
19,615
-8,537
| -30% | -$1.26M | 0.82% | 46 |
|
|
2023
Q1 | $4.43M | Sell |
28,152
-1,687
| -6% | -$265K | 1.27% | 29 |
|
|
2022
Q4 | $4.73M | Sell |
29,839
-1,510
| -5% | -$239K | 1.31% | 25 |
|
|
2022
Q3 | $4.31M | Buy |
31,349
+601
| +2% | +$82.6K | 2.06% | 17 |
|
|
2022
Q2 | $3.94M | Sell |
30,748
-339
| -1% | -$43.4K | 1.66% | 20 |
|
|
2022
Q1 | $4.21M | Sell |
31,087
-668
| -2% | -$90.4K | 1.76% | 20 |
|
|
2021
Q4 | $4.31M | Buy |
31,755
+466
| +1% | +$63.3K | 1.75% | 21 |
|
|
2021
Q3 | $3.76M | Buy |
+31,289
| New | +$3.76M | 1.69% | 25 |
|
|
2021
Q1 | $3.35M | Buy |
26,452
+787
| +3% | +$99.6K | 1.79% | 21 |
|
|
2020
Q4 | $2.97M | Buy |
25,665
+489
| +2% | +$56.5K | 1.64% | 23 |
|
|
2020
Q3 | $2.91M | Buy |
25,176
+795
| +3% | +$91.8K | 1.81% | 22 |
|
|
2020
Q2 | $2.58M | Buy |
24,381
+6,906
| +40% | +$731K | 1.68% | 24 |
|
|
2020
Q1 | $1.94M | Buy |
+17,475
| New | +$1.94M | 1.56% | 26 |
|