West Oak Capital’s J.M. Smucker SJM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
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|
2020
Q1 | $111K | Hold |
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|
2019
Q4 | $104K | Hold |
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|
2019
Q3 | $110K | Hold |
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|
2019
Q2 | $115K | Hold |
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|
2019
Q1 | $117K | Hold |
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|
2018
Q4 | $93.5K | Hold |
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|
2018
Q3 | $103K | Hold |
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|
2018
Q2 | $107K | Hold |
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|
2018
Q1 | $124K | Sell |
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|
2017
Q4 | $640K | Sell |
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|
2017
Q3 | $957K | Buy |
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|
2017
Q2 | $1.03M | Buy |
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|
2017
Q1 | $1.06M | Buy |
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|
2016
Q4 | $884K | Buy |
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|
2016
Q3 | $400K | Buy |
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|
2016
Q2 | $152K | Hold |
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|
2016
Q1 | $130K | Hold |
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|
2015
Q4 | $123K | Hold |
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|
2015
Q3 | $114K | Hold |
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|
2015
Q2 | $108K | Hold |
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|
2015
Q1 | $116K | Hold |
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|
2014
Q4 | $101K | Hold |
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|
2014
Q3 | $99K | Hold |
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|
2014
Q2 | $107K | Hold |
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|
2014
Q1 | $97.2K | Hold |
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|
2013
Q4 | $104K | Hold |
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|
2013
Q3 | $105K | Hold |
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|
2013
Q2 | $103K | Buy |
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