Tarbox Family Office’s J.M. Smucker SJM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $201K | Sell |
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|
2023
Q4 | $202K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $243K | Buy |
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|
2023
Q1 | $252K | Hold |
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|
2022
Q4 | $254K | Sell |
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|
2022
Q3 | $205K | Hold |
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|
2022
Q2 | $205K | Buy |
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|
2022
Q1 | $217K | Sell |
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|
2021
Q4 | $220K | Hold |
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|
2021
Q3 | $194K | Hold |
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|
2021
Q2 | $210K | Hold |
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|
2021
Q1 | $205K | Hold |
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|
2020
Q4 | $187K | Hold |
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|
2020
Q3 | $187K | Hold |
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|
2020
Q2 | $171K | Sell |
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|
2020
Q1 | $497K | Buy |
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|
2019
Q4 | $456K | Sell |
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|
2019
Q3 | $485K | Buy |
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|
2019
Q2 | $506K | Buy |
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|
2019
Q1 | $511K | Sell |
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|
2018
Q4 | $432K | Sell |
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|
2018
Q3 | $475K | Hold |
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|
2018
Q2 | $498K | Sell |
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|
2018
Q1 | $596K | Hold |
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|
2017
Q4 | $597K | Buy |
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|
2017
Q3 | $504K | Hold |
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|
2017
Q2 | $568K | Hold |
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|
2017
Q1 | $629K | Sell |
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|
2016
Q4 | $615K | Buy |
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|
2016
Q3 | $650K | Hold |
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|
2016
Q2 | $731K | Hold |
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|
2016
Q1 | $623K | Hold |
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|
2015
Q4 | $592K | Hold |
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|
2015
Q3 | $548K | Hold |
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|
2015
Q2 | $520K | Hold |
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|
2015
Q1 | $555K | Hold |
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|
2014
Q4 | $485K | Hold |
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|
2014
Q3 | $475K | Hold |
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|
2014
Q2 | $511K | Buy |
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|
2014
Q1 | $454K | Hold |
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|
2013
Q4 | $484K | Buy |
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