Tandem Investment 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 | $27.7M | Sell |
281,899
-127,474
| -31% | -$12.5M | 0.97% | 31 |
|
|
2025
Q1 | $48.5M | Sell |
409,373
-259,429
| -39% | -$30.7M | 1.69% | 29 |
|
|
2024
Q4 | $73.6M | Buy |
668,802
+1,071
| +0.2% | +$118K | 2.79% | 19 |
|
|
2024
Q3 | $80.9M | Sell |
667,731
-21,345
| -3% | -$2.58M | 3.06% | 18 |
|
|
2024
Q2 | $75.1M | Buy |
689,076
+17,016
| +3% | +$1.86M | 2.99% | 17 |
|
|
2024
Q1 | $84.6M | Buy |
672,060
+30,649
| +5% | +$3.86M | 3.28% | 11 |
|
|
2023
Q4 | $81.1M | Sell |
641,411
-18,493
| -3% | -$2.34M | 3.24% | 7 |
|
|
2023
Q3 | $81.1M | Buy |
659,904
+40,308
| +7% | +$4.95M | 3.43% | 7 |
|
|
2023
Q2 | $91.5M | Buy |
619,596
+147,893
| +31% | +$21.8M | 4.02% | 4 |
|
|
2023
Q1 | $74.2M | Buy |
471,703
+15,247
| +3% | +$2.4M | 3.56% | 8 |
|
|
2022
Q4 | $72.3M | Sell |
456,456
-15,777
| -3% | -$2.5M | 3.73% | 7 |
|
|
2022
Q3 | $64.9M | Sell |
472,233
-5,826
| -1% | -$801K | 3.7% | 6 |
|
|
2022
Q2 | $61.2M | Buy |
478,059
+18,528
| +4% | +$2.37M | 3.61% | 7 |
|
|
2022
Q1 | $62.2M | Buy |
459,531
+34,946
| +8% | +$4.73M | 3.81% | 7 |
|
|
2021
Q4 | $57.7M | Buy |
424,585
+24,696
| +6% | +$3.35M | 3.75% | 9 |
|
|
2021
Q3 | $48M | Buy |
399,889
+28,005
| +8% | +$3.36M | 3.93% | 8 |
|
|
2021
Q2 | $48.2M | Buy |
371,884
+29,974
| +9% | +$3.88M | 4.12% | 8 |
|
|
2021
Q1 | $43.3M | Buy |
341,910
+25,867
| +8% | +$3.27M | 4.15% | 7 |
|
|
2020
Q4 | $36.5M | Buy |
316,043
+31,733
| +11% | +$3.67M | 3.92% | 9 |
|
|
2020
Q3 | $32.8M | Buy |
284,310
+20,889
| +8% | +$2.41M | 4.03% | 6 |
|
|
2020
Q2 | $27.9M | Buy |
263,421
+42,937
| +19% | +$4.54M | 3.76% | 8 |
|
|
2020
Q1 | $24.5M | Buy |
220,484
+18,260
| +9% | +$2.03M | 3.63% | 4 |
|
|
2019
Q4 | $21.1M | Buy |
202,224
+17,741
| +10% | +$1.85M | 3.53% | 11 |
|
|
2019
Q3 | $20.3M | Buy |
184,483
+6,825
| +4% | +$751K | 3.68% | 6 |
|
|
2019
Q2 | $20.5M | Buy |
177,658
+13,534
| +8% | +$1.56M | 3.88% | 6 |
|
|
2019
Q1 | $19.1M | Buy |
164,124
+23,512
| +17% | +$2.74M | 4.21% | 2 |
|
|
2018
Q4 | $13.1M | Buy |
140,612
+17,822
| +15% | +$1.67M | 3.41% | 11 |
|
|
2018
Q3 | $12.6M | Buy |
122,790
+7,633
| +7% | +$783K | 3.45% | 11 |
|
|
2018
Q2 | $12.4M | Buy |
115,157
+30,369
| +36% | +$3.26M | 3.78% | 7 |
|
|
2018
Q1 | $10.5M | Buy |
84,788
+2,076
| +3% | +$257K | 3.42% | 10 |
|
|
2017
Q4 | $10.3M | Buy |
82,712
+3,402
| +4% | +$423K | 3.52% | 8 |
|
|
2017
Q3 | $8.32M | Buy |
79,310
+7,026
| +10% | +$737K | 3.13% | 11 |
|
|
2017
Q2 | $8.55M | Buy |
72,284
+6,021
| +9% | +$712K | 3.39% | 11 |
|
|
2017
Q1 | $8.69M | Buy |
66,263
+6,905
| +12% | +$905K | 3.85% | 6 |
|
|
2016
Q4 | $7.6M | Buy |
+59,358
| New | +$7.6M | 3.67% | 8 |
|