Wellington Shields Capital Management’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 | $74.2K | Buy |
+756
| New | +$74.2K | 0.01% | 284 |
|
|
2023
Q3 | – | Sell |
-2,250
| Closed | -$332K | – | 320 |
|
|
2023
Q2 | $332K | Hold |
2,250
| – | – | 0.04% | 183 |
|
|
2023
Q1 | $354K | Hold |
2,250
| – | – | 0.04% | 177 |
|
|
2022
Q4 | $357K | Hold |
2,250
| – | – | 0.04% | 178 |
|
|
2022
Q3 | $309K | Buy |
+2,250
| New | +$309K | 0.07% | 183 |
|
|
2020
Q3 | – | Sell |
-2,000
| Closed | -$212K | – | 235 |
|
|
2020
Q2 | $212K | Buy |
+2,000
| New | +$212K | 0.03% | 222 |
|
|
2019
Q2 | – | Sell |
-2,612
| Closed | -$304K | – | 288 |
|
|
2019
Q1 | $304K | Buy |
2,612
+4
| +0.2% | +$466 | 0.05% | 233 |
|
|
2018
Q4 | $244K | Sell |
2,608
-1,796
| -41% | -$168K | 0.05% | 238 |
|
|
2018
Q3 | $452K | Sell |
4,404
-386
| -8% | -$39.6K | 0.07% | 213 |
|
|
2018
Q2 | $515K | Sell |
4,790
-25,301
| -84% | -$2.72M | 0.09% | 199 |
|
|
2018
Q1 | $3.73M | Sell |
30,091
-14,453
| -32% | -$1.79M | 0.56% | 32 |
|
|
2017
Q4 | $5.53M | Sell |
44,544
-1,347
| -3% | -$167K | 0.86% | 16 |
|
|
2017
Q3 | $4.82M | Buy |
45,891
+4
| +0% | +$420 | 0.79% | 20 |
|
|
2017
Q2 | $5.43M | Sell |
45,887
-3,642
| -7% | -$431K | 0.89% | 16 |
|
|
2017
Q1 | $6.49M | Sell |
49,529
-1,357
| -3% | -$178K | 1.05% | 10 |
|
|
2016
Q4 | $6.52M | Buy |
50,886
+933
| +2% | +$119K | 1.08% | 11 |
|
|
2016
Q3 | $6.77M | Buy |
49,953
+2,252
| +5% | +$305K | 1.18% | 10 |
|
|
2016
Q2 | $7.27M | Sell |
47,701
-3,149
| -6% | -$480K | 1.23% | 9 |
|
|
2016
Q1 | $6.6M | Buy |
50,850
+2,277
| +5% | +$296K | 1.16% | 9 |
|
|
2015
Q4 | $5.99M | Sell |
48,573
-3,849
| -7% | -$475K | 1.02% | 11 |
|
|
2015
Q3 | $5.98M | Buy |
52,422
+2,651
| +5% | +$302K | 1.03% | 10 |
|
|
2015
Q2 | $5.4M | Sell |
49,771
-1,900
| -4% | -$206K | 0.83% | 19 |
|
|
2015
Q1 | $5.98M | Sell |
51,671
-1,400
| -3% | -$162K | 0.9% | 17 |
|
|
2014
Q4 | $5.36M | Sell |
53,071
-6,000
| -10% | -$606K | 0.85% | 21 |
|
|
2014
Q3 | $5.85M | Buy |
59,071
+200
| +0.3% | +$19.8K | 0.97% | 18 |
|
|
2014
Q2 | $6.27M | Buy |
58,871
+26,760
| +83% | +$2.85M | 0.98% | 14 |
|
|
2014
Q1 | $3.12M | Buy |
32,111
+19,181
| +148% | +$1.86M | 0.53% | 29 |
|
|
2013
Q4 | $1.34M | Buy |
12,930
+9,600
| +288% | +$995K | 0.24% | 76 |
|
|
2013
Q3 | $350K | Hold |
3,330
| – | – | 0.07% | 222 |
|
|
2013
Q2 | $343K | Buy |
+3,330
| New | +$343K | 0.06% | 239 |
|