West Paces Advisors’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 |
-6
| Closed | -$661 | – | 581 |
|
|
2024
Q4 | $661 | Sell |
6
-1
| -14% | -$110 | ﹤0.01% | 513 |
|
|
2024
Q3 | $848 | Hold |
7
| – | – | ﹤0.01% | 485 |
|
|
2024
Q2 | $763 | Buy |
+7
| New | +$763 | ﹤0.01% | 512 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 667 |
|
|
2023
Q4 | – | Sell |
-6
| Closed | -$737 | – | 632 |
|
|
2023
Q3 | $737 | Buy |
+6
| New | +$737 | ﹤0.01% | 482 |
|
|
2021
Q4 | – | Sell |
-45
| Closed | -$5.4K | – | 629 |
|
|
2021
Q3 | $5.4K | Hold |
45
| – | – | ﹤0.01% | 412 |
|
|
2021
Q2 | $5.83K | Hold |
45
| – | – | ﹤0.01% | 414 |
|
|
2021
Q1 | $5.69K | Hold |
45
| – | – | ﹤0.01% | 382 |
|
|
2020
Q4 | $5.2K | Hold |
45
| – | – | ﹤0.01% | 370 |
|
|
2020
Q3 | $5.2K | Hold |
45
| – | – | ﹤0.01% | 352 |
|
|
2020
Q2 | $4.76K | Hold |
45
| – | – | ﹤0.01% | 372 |
|
|
2020
Q1 | $5K | Hold |
45
| – | – | ﹤0.01% | 365 |
|
|
2019
Q4 | $4.69K | Hold |
45
| – | – | ﹤0.01% | 408 |
|
|
2019
Q3 | $4.95K | Hold |
45
| – | – | ﹤0.01% | 386 |
|
|
2019
Q2 | $5.18K | Hold |
45
| – | – | ﹤0.01% | 378 |
|
|
2019
Q1 | $5.24K | Hold |
45
| – | – | ﹤0.01% | 378 |
|
|
2018
Q4 | $4.21K | Hold |
45
| – | – | ﹤0.01% | 391 |
|
|
2018
Q3 | $4.62K | Hold |
45
| – | – | ﹤0.01% | 392 |
|
|
2018
Q2 | $4.84K | Hold |
45
| – | – | ﹤0.01% | 387 |
|
|
2018
Q1 | $5.58K | Hold |
45
| – | – | ﹤0.01% | 358 |
|
|
2017
Q4 | $5.59K | Sell |
45
-32
| -42% | -$3.98K | ﹤0.01% | 380 |
|
|
2017
Q3 | $8.08K | Sell |
77
-12
| -13% | -$1.26K | 0.01% | 356 |
|
|
2017
Q2 | $10.5K | Hold |
89
| – | – | 0.01% | 323 |
|
|
2017
Q1 | $11.7K | Hold |
89
| – | – | 0.01% | 309 |
|
|
2016
Q4 | $11.4K | Buy |
+89
| New | +$11.4K | 0.01% | 320 |
|