Simon Quick Advisors’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 | – | Sell |
-2,023
| Closed | -$240K | – | 827 |
|
|
2025
Q1 | $240K | Buy |
+2,023
| New | +$240K | 0.01% | 500 |
|
|
2020
Q4 | – | Sell |
-218
| Closed | -$25K | – | 537 |
|
|
2020
Q3 | $25K | Sell |
218
-490
| -69% | -$56.2K | 0.01% | 288 |
|
|
2020
Q2 | $75K | Hold |
708
| – | – | 0.03% | 156 |
|
|
2020
Q1 | $79K | Buy |
708
+660
| +1,375% | +$73.6K | 0.03% | 138 |
|
|
2019
Q4 | $5K | Buy |
+48
| New | +$5K | ﹤0.01% | 495 |
|
|
2019
Q3 | – | Sell |
-27
| Closed | -$3.11K | – | 500 |
|
|
2019
Q2 | $3.11K | Buy |
+27
| New | +$3.11K | ﹤0.01% | 321 |
|