WhitTier Trust Company’s J.M. Smucker SJM Stock Holding History

WhitTier Trust Company’s Portfolio SJM Stock Details SJM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$982K	Buy	10,005 +5	+0.1%	+$491	0.02%	314
2025 Q1	$1.18M	Hold	10,000	–	–	0.03%	287
2024 Q4	$1.1M	Hold	10,000	–	–	0.03%	284
2024 Q3	$1.21M	Hold	10,000	–	–	0.03%	274
2024 Q2	$1.09M	Hold	10,000	–	–	0.03%	271
2024 Q1	$1.26M	Hold	10,000	–	–	0.04%	258
2023 Q4	$1.26M	Hold	10,000	–	–	0.04%	256
2023 Q3	$1.23M	Hold	10,000	–	–	0.04%	256
2023 Q2	$1.48M	Hold	10,000	–	–	0.05%	247
2023 Q1	$1.57M	Sell	10,000 -53	-0.5%	-$8.34K	0.06%	228
2022 Q4	$1.59M	Buy	10,053 +53	+0.5%	+$8.4K	0.06%	233
2022 Q3	$1.37M	Buy	10,000 +9,999	+999,900%	+$1.37M	0.06%	238
2022 Q2	$0	Buy	+1	New	–	﹤0.01%	1169
2020 Q1	–	Sell	-385	Closed	-$40K	–	1023
2019 Q4	$40K	Hold	385	–	–	﹤0.01%	636
2019 Q3	$42K	Buy	+385	New	+$42K	﹤0.01%	623
2018 Q4	–	Sell	-150	Closed	-$15K	–	1081
2018 Q3	$15K	Hold	150	–	–	﹤0.01%	781
2018 Q2	$16K	Sell	150 -150	-50%	-$16K	﹤0.01%	779
2018 Q1	$37K	Hold	300	–	–	﹤0.01%	667
2017 Q4	$37K	Hold	300	–	–	﹤0.01%	622
2017 Q3	$31K	Hold	300	–	–	﹤0.01%	629
2017 Q2	$35K	Hold	300	–	–	﹤0.01%	600
2017 Q1	$39K	Hold	300	–	–	﹤0.01%	575
2016 Q4	$38K	Hold	300	–	–	﹤0.01%	580
2016 Q3	$41K	Hold	300	–	–	﹤0.01%	553
2016 Q2	$46K	Hold	300	–	–	0.01%	533
2016 Q1	$39K	Hold	300	–	–	﹤0.01%	565
2015 Q4	$37K	Hold	300	–	–	﹤0.01%	576
2015 Q3	$34K	Hold	300	–	–	﹤0.01%	590
2015 Q2	$33K	Hold	300	–	–	﹤0.01%	609
2015 Q1	$35K	Hold	300	–	–	﹤0.01%	598
2014 Q4	$30K	Hold	300	–	–	﹤0.01%	627
2014 Q3	$30K	Hold	300	–	–	﹤0.01%	623
2014 Q2	$32K	Hold	300	–	–	﹤0.01%	618
2014 Q1	$29K	Hold	300	–	–	﹤0.01%	646
2013 Q4	$31K	Buy	300 +150	+100%	+$15.5K	﹤0.01%	602
2013 Q3	$16K	Hold	150	–	–	﹤0.01%	710
2013 Q2	$15K	Buy	+150	New	+$15K	﹤0.01%	700