UMB Bank’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 | $44.4K | Sell |
452
-26
| -5% | -$2.55K | ﹤0.01% | 1152 |
|
2025
Q1 | $56.6K | Sell |
478
-30
| -6% | -$3.55K | ﹤0.01% | 1001 |
|
2024
Q4 | $55.9K | Sell |
508
-1,041
| -67% | -$115K | ﹤0.01% | 876 |
|
2024
Q3 | $188K | Sell |
1,549
-3
| -0.2% | -$363 | ﹤0.01% | 584 |
|
2024
Q2 | $169K | Sell |
1,552
-141
| -8% | -$15.4K | ﹤0.01% | 590 |
|
2024
Q1 | $213K | Sell |
1,693
-160
| -9% | -$20.1K | ﹤0.01% | 558 |
|
2023
Q4 | $234K | Sell |
1,853
-582
| -24% | -$73.6K | ﹤0.01% | 546 |
|
2023
Q3 | $299K | Sell |
2,435
-867
| -26% | -$107K | ﹤0.01% | 485 |
|
2023
Q2 | $488K | Buy |
3,302
+7
| +0.2% | +$1.03K | 0.01% | 415 |
|
2023
Q1 | $519K | Sell |
3,295
-47
| -1% | -$7.4K | 0.01% | 407 |
|
2022
Q4 | $530K | Sell |
3,342
-3,749
| -53% | -$595K | 0.01% | 408 |
|
2022
Q3 | $974K | Sell |
7,091
-9,437
| -57% | -$1.3M | 0.02% | 342 |
|
2022
Q2 | $2.12M | Sell |
16,528
-558
| -3% | -$71.4K | 0.03% | 274 |
|
2022
Q1 | $2.31M | Sell |
17,086
-266
| -2% | -$36K | 0.03% | 280 |
|
2021
Q4 | $2.36M | Buy |
17,352
+15,605
| +893% | +$2.12M | 0.03% | 282 |
|
2021
Q3 | $210K | Hold |
1,747
| – | – | ﹤0.01% | 359 |
|
2021
Q2 | $226K | Hold |
1,747
| – | – | 0.01% | 347 |
|
2021
Q1 | $221K | Sell |
1,747
-130
| -7% | -$16.4K | 0.01% | 339 |
|
2020
Q4 | $217K | Sell |
1,877
-444
| -19% | -$51.3K | 0.01% | 331 |
|
2020
Q3 | $246K | Hold |
2,321
| – | – | 0.01% | 302 |
|
2020
Q2 | $246K | Sell |
2,321
-10
| -0.4% | -$1.06K | 0.01% | 302 |
|
2020
Q1 | $259K | Sell |
2,331
-1,463
| -39% | -$163K | 0.01% | 290 |
|
2019
Q4 | $395K | Hold |
3,794
| – | – | 0.01% | 284 |
|
2019
Q3 | $417 | Buy |
3,794
+24
| +0.6% | +$3 | 0.01% | 287 |
|
2019
Q2 | $434 | Sell |
3,770
-446
| -11% | -$51 | 0.01% | 277 |
|
2019
Q1 | $491K | Sell |
4,216
-1,050
| -20% | -$122K | 0.02% | 262 |
|
2018
Q4 | $493 | Hold |
5,266
| – | – | 0.02% | 242 |
|
2018
Q3 | $541K | Buy |
5,266
+1,021
| +24% | +$105K | 0.02% | 248 |
|
2018
Q2 | $456K | Sell |
4,245
-3,103
| -42% | -$333K | 0.01% | 262 |
|
2018
Q1 | $911K | Sell |
7,348
-175
| -2% | -$21.7K | 0.03% | 216 |
|
2017
Q4 | $935K | Sell |
7,523
-92
| -1% | -$11.4K | 0.03% | 209 |
|
2017
Q3 | $799K | Buy |
7,615
+242
| +3% | +$25.4K | 0.03% | 214 |
|
2017
Q2 | $872K | Buy |
7,373
+1,546
| +27% | +$183K | 0.03% | 207 |
|
2017
Q1 | $764K | Sell |
5,827
-50
| -0.9% | -$6.56K | 0.03% | 208 |
|
2016
Q4 | $752K | Sell |
5,877
-625
| -10% | -$80K | 0.03% | 209 |
|
2016
Q3 | $881K | Sell |
6,502
-375
| -5% | -$50.8K | 0.04% | 203 |
|
2016
Q2 | $1.05M | Sell |
6,877
-104
| -1% | -$15.8K | 0.04% | 192 |
|
2016
Q1 | $906K | Buy |
6,981
+154
| +2% | +$20K | 0.04% | 193 |
|
2015
Q4 | $842K | Buy |
6,827
+233
| +4% | +$28.7K | 0.04% | 206 |
|
2015
Q3 | $753K | Hold |
6,594
| – | – | 0.04% | 170 |
|
2015
Q2 | $715 | Sell |
6,594
-100
| -1% | -$11 | 0.03% | 190 |
|
2015
Q1 | $775 | Buy |
6,694
+1,840
| +38% | +$213 | 0.03% | 189 |
|
2014
Q4 | $490K | Hold |
4,854
| – | – | 0.02% | 213 |
|
2014
Q3 | $481 | Sell |
4,854
-258
| -5% | -$26 | 0.02% | 214 |
|
2014
Q2 | $544K | Sell |
5,112
-400
| -7% | -$42.6K | 0.03% | 210 |
|
2014
Q1 | $536K | Sell |
5,512
-1,136
| -17% | -$110K | 0.03% | 201 |
|
2013
Q4 | $688 | Sell |
6,648
-3,995
| -38% | -$413 | 0.04% | 184 |
|
2013
Q3 | $1.12K | Sell |
10,643
-4,175
| -28% | -$439 | 0.06% | 159 |
|
2013
Q2 | $1.53K | Buy |
+14,818
| New | +$1.53K | 0.09% | 139 |
|