Westwood Holdings Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $5.15M | Sell |
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|
2025
Q1 | $6.73M | Hold |
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|
2024
Q4 | $6.26M | Hold |
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|
2024
Q3 | $6.88M | Hold |
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|
2024
Q2 | $6.2M | Hold |
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|
2024
Q1 | $7.15M | Buy |
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|
2023
Q4 | $5.71M | Hold |
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|
2023
Q3 | $5.55M | Buy |
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|
2023
Q2 | $5.67M | Hold |
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|
2023
Q1 | $6.04M | Hold |
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|
2022
Q4 | $6.09M | Sell |
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|
2022
Q3 | $5.3M | Sell |
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|
2022
Q2 | $4.95M | Buy |
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|
2022
Q1 | $5.2M | Hold |
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|
2021
Q4 | $5.22M | Buy |
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|
2021
Q3 | $3.66M | Hold |
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|
2021
Q2 | $3.95M | Hold |
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|
2021
Q1 | $3.85M | Hold |
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|
2020
Q4 | $3.52M | Sell |
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|
2020
Q3 | $3.64M | Sell |
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|
2020
Q2 | $3.77M | Buy |
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|
2020
Q1 | $3.07M | Sell |
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|
2019
Q4 | $5.4M | Buy |
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|
2019
Q3 | $5.5M | Buy |
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|
2019
Q2 | $3.85M | Sell |
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|
2019
Q1 | $5.82M | Hold |
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|
2018
Q4 | $4.67M | Hold |
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|
2018
Q3 | $5.13M | Hold |
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|
2018
Q2 | $5.37M | Sell |
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|
2018
Q1 | $10.5M | Sell |
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|
2017
Q4 | $10.9M | Sell |
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|
2017
Q3 | $11.5M | Buy |
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|
2017
Q2 | $12.3M | Sell |
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|
2017
Q1 | $17.2M | Sell |
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|
2016
Q4 | $17.9M | Buy |
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|
2016
Q3 | $15.8M | Sell |
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|
2016
Q2 | $69.6M | Sell |
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|
2016
Q1 | $103M | Sell |
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|
2015
Q4 | $117M | Sell |
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|
2015
Q3 | $113M | Sell |
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|
2015
Q2 | $109M | Sell |
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|
2015
Q1 | $118M | Buy |
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|
2014
Q4 | $73.9M | Sell |
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|
2014
Q3 | $73.3M | Buy |
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|
2014
Q2 | $28.7M | Sell |
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|
2014
Q1 | $26.2M | Buy |
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|
2013
Q4 | $20.3M | Sell |
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|
2013
Q3 | $26.7M | Sell |
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|
2013
Q2 | $26.4M | Buy |
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