United Services Automobile Association’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 | – | Sell |
-2,179
| Closed | -$253K | – | 858 |
|
|
2025
Q1 | $253K | Buy |
+2,179
| New | +$253K | 0.01% | 910 |
|
|
2019
Q4 | – | Sell |
-2,259
| Closed | -$249K | – | 403 |
|
|
2019
Q3 | $249K | Sell |
2,259
-87,593
| -97% | -$9.66M | ﹤0.01% | 388 |
|
|
2019
Q2 | $10.4M | Sell |
89,852
-2,428
| -3% | -$280K | 0.03% | 536 |
|
|
2019
Q1 | $10.8M | Buy |
92,280
+1,440
| +2% | +$168K | 0.03% | 510 |
|
|
2018
Q4 | $8.49M | Sell |
90,840
-511
| -0.6% | -$47.8K | 0.02% | 551 |
|
|
2018
Q3 | $9.37M | Buy |
91,351
+1,016
| +1% | +$104K | 0.02% | 600 |
|
|
2018
Q2 | $9.71M | Buy |
90,335
+21,810
| +32% | +$2.34M | 0.03% | 564 |
|
|
2018
Q1 | $8.5M | Sell |
68,525
-4,055
| -6% | -$503K | 0.02% | 597 |
|
|
2017
Q4 | $9.02M | Buy |
72,580
+5,873
| +9% | +$730K | 0.02% | 567 |
|
|
2017
Q3 | $7M | Buy |
66,707
+10,025
| +18% | +$1.05M | 0.02% | 663 |
|
|
2017
Q2 | $6.71M | Buy |
56,682
+14,425
| +34% | +$1.71M | 0.02% | 657 |
|
|
2017
Q1 | $5.54M | Sell |
42,257
-2,285
| -5% | -$300K | 0.02% | 698 |
|
|
2016
Q4 | $5.7M | Buy |
44,542
+1,600
| +4% | +$205K | 0.02% | 688 |
|
|
2016
Q3 | $5.82M | Buy |
42,942
+5,456
| +15% | +$739K | 0.02% | 655 |
|
|
2016
Q2 | $5.71M | Buy |
37,486
+323
| +0.9% | +$49.2K | 0.02% | 641 |
|
|
2016
Q1 | $4.83M | Buy |
37,163
+1,192
| +3% | +$155K | 0.02% | 687 |
|
|
2015
Q4 | $4.44M | Buy |
35,971
+4,887
| +16% | +$603K | 0.02% | 722 |
|
|
2015
Q3 | $3.55M | Buy |
31,084
+3,034
| +11% | +$346K | 0.01% | 771 |
|
|
2015
Q2 | $3.04M | Sell |
28,050
-1,319
| -4% | -$143K | 0.01% | 867 |
|
|
2015
Q1 | $3.4M | Buy |
29,369
+1,296
| +5% | +$150K | 0.01% | 832 |
|
|
2014
Q4 | $2.84M | Hold |
28,073
| – | – | 0.01% | 863 |
|
|
2014
Q3 | $2.78M | Hold |
28,073
| – | – | 0.01% | 855 |
|
|
2014
Q2 | $2.99M | Hold |
28,073
| – | – | 0.01% | 842 |
|
|
2014
Q1 | $2.73M | Sell |
28,073
-1,193
| -4% | -$116K | 0.01% | 854 |
|
|
2013
Q4 | $3.03M | Sell |
29,266
-101,287
| -78% | -$10.5M | 0.01% | 830 |
|
|
2013
Q3 | $13.7M | Buy |
130,553
+1,379
| +1% | +$145K | 0.06% | 324 |
|
|
2013
Q2 | $13.3M | Buy |
+129,174
| New | +$13.3M | 0.06% | 320 |
|