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