SMC
Smith, Moore & Co’s J.M. Smucker SJM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $404K | Sell |
4,110
-750
| -15% | -$73.7K | 0.03% | 335 |
|
|
2025
Q1 | $575K | Buy |
4,860
+293
| +6% | +$34.7K | 0.05% | 271 |
|
|
2024
Q4 | $503K | Sell |
4,567
-185
| -4% | -$20.4K | 0.05% | 288 |
|
|
2024
Q3 | $575K | Hold |
4,752
| – | – | 0.06% | 263 |
|
|
2024
Q2 | $518K | Sell |
4,752
-20
| -0.4% | -$2.18K | 0.05% | 262 |
|
|
2024
Q1 | $601K | Hold |
4,772
| – | – | 0.06% | 239 |
|
|
2023
Q4 | $603K | Sell |
4,772
-25
| -0.5% | -$3.16K | 0.07% | 233 |
|
|
2023
Q3 | $590K | Hold |
4,797
| – | – | 0.08% | 209 |
|
|
2023
Q2 | $708K | Buy |
4,797
+16
| +0.3% | +$2.36K | 0.09% | 198 |
|
|
2023
Q1 | $752K | Buy |
4,781
+197
| +4% | +$31K | 0.1% | 185 |
|
|
2022
Q4 | $726K | Sell |
4,584
-75
| -2% | -$11.9K | 0.1% | 190 |
|
|
2022
Q3 | $640K | Sell |
4,659
-133
| -3% | -$18.3K | 0.1% | 193 |
|
|
2022
Q2 | $613K | Hold |
4,792
| – | – | 0.09% | 203 |
|
|
2022
Q1 | $649K | Hold |
4,792
| – | – | 0.09% | 211 |
|
|
2021
Q4 | $651K | Buy |
4,792
+178
| +4% | +$24.2K | 0.09% | 214 |
|
|
2021
Q3 | $554K | Sell |
4,614
-55
| -1% | -$6.6K | 0.08% | 224 |
|
|
2021
Q2 | $605K | Sell |
4,669
-450
| -9% | -$58.3K | 0.09% | 218 |
|
|
2021
Q1 | $648K | Buy |
5,119
+400
| +8% | +$50.6K | 0.1% | 200 |
|
|
2020
Q4 | $546K | Sell |
4,719
-591
| -11% | -$68.4K | 0.1% | 193 |
|
|
2020
Q3 | $613K | Buy |
5,310
+401
| +8% | +$46.3K | 0.13% | 166 |
|
|
2020
Q2 | $519K | Buy |
4,909
+1
| +0% | +$106 | 0.11% | 166 |
|
|
2020
Q1 | $545K | Sell |
4,908
-385
| -7% | -$42.8K | 0.14% | 137 |
|
|
2019
Q4 | $551K | Sell |
5,293
-24
| -0.5% | -$2.5K | 0.11% | 159 |
|
|
2019
Q3 | $585K | Buy |
5,317
+28
| +0.5% | +$3.08K | 0.13% | 151 |
|
|
2019
Q2 | $609K | Sell |
5,289
-299
| -5% | -$34.4K | 0.14% | 145 |
|
|
2019
Q1 | $651K | Sell |
5,588
-648
| -10% | -$75.5K | 0.15% | 138 |
|
|
2018
Q4 | $583K | Buy |
6,236
+2
| +0% | +$187 | 0.16% | 133 |
|
|
2018
Q3 | $640K | Buy |
6,234
+571
| +10% | +$58.6K | 0.15% | 137 |
|
|
2018
Q2 | $609K | Sell |
5,663
-349
| -6% | -$37.5K | 0.15% | 136 |
|
|
2018
Q1 | $746K | Sell |
6,012
-639
| -10% | -$79.3K | 0.2% | 106 |
|
|
2017
Q4 | $826K | Buy |
6,651
+1,297
| +24% | +$161K | 0.22% | 94 |
|
|
2017
Q3 | $562K | Buy |
5,354
+621
| +13% | +$65.2K | 0.16% | 124 |
|
|
2017
Q2 | $560K | Buy |
4,733
+597
| +14% | +$70.6K | 0.19% | 102 |
|
|
2017
Q1 | $542K | Sell |
4,136
-18
| -0.4% | -$2.36K | 0.19% | 98 |
|
|
2016
Q4 | $532K | Sell |
4,154
-3
| -0.1% | -$384 | 0.2% | 99 |
|
|
2016
Q3 | $563K | Sell |
4,157
-74
| -2% | -$10K | 0.23% | 90 |
|
|
2016
Q2 | $645K | Buy |
4,231
+22
| +0.5% | +$3.35K | 0.27% | 81 |
|
|
2016
Q1 | $546K | Sell |
4,209
-690
| -14% | -$89.5K | 0.24% | 91 |
|
|
2015
Q4 | $604K | Sell |
4,899
-60
| -1% | -$7.4K | 0.3% | 69 |
|
|
2015
Q3 | $566K | Buy |
4,959
+15
| +0.3% | +$1.71K | 0.31% | 59 |
|
|
2015
Q2 | $536K | Sell |
4,944
-1,040
| -17% | -$113K | 0.27% | 68 |
|
|
2015
Q1 | $693K | Buy |
5,984
+901
| +18% | +$104K | 0.37% | 48 |
|
|
2014
Q4 | $513K | Hold |
5,083
| – | – | 0.27% | 72 |
|
|
2014
Q3 | $503K | Buy |
5,083
+50
| +1% | +$4.95K | 0.28% | 69 |
|
|
2014
Q2 | $536K | Sell |
5,033
-350
| -7% | -$37.3K | 0.33% | 53 |
|
|
2014
Q1 | $523K | Sell |
5,383
-440
| -8% | -$42.7K | 0.31% | 61 |
|
|
2013
Q4 | $603K | Buy |
+5,823
| New | +$603K | 0.38% | 54 |
|