Stokes Family Office’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 |
-1,741
| Closed | -$206K | – | 244 |
|
|
2025
Q1 | $206K | Buy |
+1,741
| New | +$206K | 0.02% | 226 |
|
|
2024
Q4 | – | Sell |
-1,741
| Closed | -$211K | – | 253 |
|
|
2024
Q3 | $211K | Buy |
+1,741
| New | +$211K | 0.02% | 215 |
|
|
2023
Q4 | – | Sell |
-2,483
| Closed | -$305K | – | 318 |
|
|
2023
Q3 | $305K | Sell |
2,483
-373
| -13% | -$45.8K | 0.04% | 242 |
|
|
2023
Q2 | $422K | Buy |
2,856
+234
| +9% | +$34.6K | 0.05% | 201 |
|
|
2023
Q1 | $413K | Buy |
2,622
+65
| +3% | +$10.2K | 0.05% | 190 |
|
|
2022
Q4 | $405K | Buy |
2,557
+138
| +6% | +$21.9K | 0.05% | 185 |
|
|
2022
Q3 | $332K | Buy |
2,419
+389
| +19% | +$53.4K | 0.05% | 194 |
|
|
2022
Q2 | $260K | Sell |
2,030
-122
| -6% | -$15.6K | 0.04% | 225 |
|
|
2022
Q1 | $291K | Sell |
2,152
-98
| -4% | -$13.3K | 0.04% | 213 |
|
|
2021
Q4 | $306K | Buy |
2,250
+181
| +9% | +$24.6K | 0.04% | 190 |
|
|
2021
Q3 | $248K | Buy |
2,069
+69
| +3% | +$8.27K | 0.03% | 197 |
|
|
2021
Q2 | $259K | Sell |
2,000
-388
| -16% | -$50.2K | 0.04% | 190 |
|
|
2021
Q1 | $302K | Buy |
2,388
+143
| +6% | +$18.1K | 0.05% | 164 |
|
|
2020
Q4 | $260K | Buy |
2,245
+99
| +5% | +$11.5K | 0.05% | 149 |
|
|
2020
Q3 | $248K | Buy |
2,146
+36
| +2% | +$4.16K | 0.06% | 134 |
|
|
2020
Q2 | $223K | Hold |
2,110
| – | – | 0.06% | 120 |
|
|
2020
Q1 | $234K | Sell |
2,110
-180
| -8% | -$20K | 0.06% | 110 |
|
|
2019
Q4 | $238K | Buy |
+2,290
| New | +$238K | 0.05% | 115 |
|