Valley National Advisers’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
Q1 | – | Sell |
-249
| Closed | -$27K | – | 843 |
|
|
2024
Q4 | $27K | Hold |
249
| – | – | ﹤0.01% | 424 |
|
|
2024
Q3 | $30K | Sell |
249
-25
| -9% | -$3.01K | 0.01% | 406 |
|
|
2024
Q2 | $29K | Sell |
274
-20
| -7% | -$2.12K | ﹤0.01% | 464 |
|
|
2024
Q1 | $37K | Buy |
294
+10
| +4% | +$1.26K | 0.01% | 445 |
|
|
2023
Q4 | $35K | Buy |
284
+272
| +2,267% | +$33.5K | 0.01% | 453 |
|
|
2023
Q3 | $1K | Buy |
12
+5
| +71% | +$417 | ﹤0.01% | 1007 |
|
|
2023
Q2 | $2K | Buy |
7
+5
| +250% | +$1.43K | ﹤0.01% | 817 |
|
|
2023
Q1 | $0 | Hold |
2
| – | – | ﹤0.01% | 963 |
|
|
2022
Q4 | $0 | Hold |
2
| – | – | ﹤0.01% | 965 |
|
|
2022
Q3 | $0 | Hold |
2
| – | – | ﹤0.01% | 984 |
|
|
2022
Q2 | $0 | Hold |
2
| – | – | ﹤0.01% | 970 |
|
|
2022
Q1 | $0 | Hold |
2
| – | – | ﹤0.01% | 979 |
|
|
2021
Q4 | $0 | Hold |
2
| – | – | ﹤0.01% | 958 |
|
|
2021
Q3 | $0 | Hold |
2
| – | – | ﹤0.01% | 929 |
|
|
2021
Q2 | $0 | Hold |
2
| – | – | ﹤0.01% | 931 |
|
|
2021
Q1 | $0 | Hold |
2
| – | – | ﹤0.01% | 906 |
|
|
2020
Q4 | $0 | Hold |
2
| – | – | ﹤0.01% | 851 |
|
|
2020
Q3 | $0 | Hold |
2
| – | – | ﹤0.01% | 835 |
|
|
2020
Q2 | $0 | Hold |
2
| – | – | ﹤0.01% | 847 |
|
|
2020
Q1 | $0 | Hold |
2
| – | – | ﹤0.01% | 831 |
|
|
2019
Q4 | $0 | Hold |
2
| – | – | ﹤0.01% | 812 |
|
|
2019
Q3 | $0 | Hold |
2
| – | – | ﹤0.01% | 817 |
|
|
2019
Q2 | $0 | Hold |
2
| – | – | ﹤0.01% | 779 |
|
|
2019
Q1 | $0 | Hold |
2
| – | – | ﹤0.01% | 810 |
|
|
2018
Q4 | $0 | Hold |
2
| – | – | ﹤0.01% | 815 |
|
|
2018
Q3 | $0 | Sell |
2
-11
| -85% | – | ﹤0.01% | 739 |
|
|
2018
Q2 | $1K | Buy |
13
+1
| +8% | +$77 | ﹤0.01% | 637 |
|
|
2018
Q1 | $1K | Hold |
12
| – | – | ﹤0.01% | 610 |
|
|
2017
Q4 | $1K | Hold |
12
| – | – | ﹤0.01% | 627 |
|
|
2017
Q3 | $1K | Buy |
12
+10
| +500% | +$833 | ﹤0.01% | 624 |
|
|
2017
Q2 | $0 | Hold |
2
| – | – | ﹤0.01% | 642 |
|
|
2017
Q1 | $0 | Hold |
2
| – | – | ﹤0.01% | 664 |
|
|
2016
Q4 | $0 | Hold |
2
| – | – | ﹤0.01% | 737 |
|
|
2016
Q3 | $0 | Hold |
2
| – | – | ﹤0.01% | 722 |
|
|
2016
Q2 | $0 | Hold |
2
| – | – | ﹤0.01% | 646 |
|
|
2016
Q1 | $0 | Buy |
+2
| New | – | ﹤0.01% | 650 |
|