TD Private Client Wealth’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 | $48.6K | Buy |
495
+402
| +432% | +$39.5K | ﹤0.01% | 845 |
|
|
2025
Q1 | $11K | Sell |
93
-6
| -6% | -$710 | ﹤0.01% | 1006 |
|
|
2024
Q4 | $10.9K | Sell |
99
-3,669
| -97% | -$404K | ﹤0.01% | 1043 |
|
|
2024
Q3 | $456K | Buy |
3,768
+334
| +10% | +$40.4K | 0.01% | 465 |
|
|
2024
Q2 | $374K | Sell |
3,434
-245
| -7% | -$26.7K | 0.01% | 475 |
|
|
2024
Q1 | $463K | Buy |
3,679
+2,909
| +378% | +$366K | 0.02% | 460 |
|
|
2023
Q4 | $97.3K | Buy |
770
+374
| +94% | +$47.3K | ﹤0.01% | 692 |
|
|
2023
Q3 | $48.7K | Buy |
396
+265
| +202% | +$32.6K | ﹤0.01% | 775 |
|
|
2023
Q2 | $19.3K | Sell |
131
-18
| -12% | -$2.66K | ﹤0.01% | 950 |
|
|
2023
Q1 | $23.4K | Buy |
149
+59
| +66% | +$9.29K | ﹤0.01% | 917 |
|
|
2022
Q4 | $14.3K | Hold |
90
| – | – | ﹤0.01% | 963 |
|
|
2022
Q3 | $12.4K | Buy |
90
+9
| +11% | +$1.24K | ﹤0.01% | 973 |
|
|
2022
Q2 | $10.4K | Sell |
81
-53
| -40% | -$6.79K | ﹤0.01% | 998 |
|
|
2022
Q1 | $18.1K | Buy |
134
+7
| +6% | +$948 | ﹤0.01% | 964 |
|
|
2021
Q4 | $17.2K | Sell |
127
-307
| -71% | -$41.7K | ﹤0.01% | 872 |
|
|
2021
Q3 | $52.1K | Buy |
434
+4
| +0.9% | +$480 | ﹤0.01% | 733 |
|
|
2021
Q2 | $55.7K | Sell |
430
-1
| -0.2% | -$130 | ﹤0.01% | 717 |
|
|
2021
Q1 | $54.5K | Sell |
431
-187
| -30% | -$23.7K | ﹤0.01% | 690 |
|
|
2020
Q4 | $71.4K | Sell |
618
-29
| -4% | -$3.35K | ﹤0.01% | 603 |
|
|
2020
Q3 | $74.7K | Buy |
647
+5
| +0.8% | +$578 | ﹤0.01% | 561 |
|
|
2020
Q2 | $67.9K | Buy |
642
+1
| +0.2% | +$106 | ﹤0.01% | 567 |
|
|
2020
Q1 | $71.2K | Sell |
641
-72
| -10% | -$7.99K | 0.01% | 539 |
|
|
2019
Q4 | $74.2K | Buy |
+713
| New | +$74.2K | ﹤0.01% | 555 |
|