Whittier Trust’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 | $77.7K | Hold |
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|
2025
Q2 | $70.4K | Sell |
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|
2025
Q1 | $85K | Sell |
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|
2024
Q4 | $101K | Hold |
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|
2024
Q3 | $111K | Sell |
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|
2024
Q2 | $105K | Hold |
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|
2024
Q1 | $122K | Hold |
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|
2023
Q4 | $122K | Sell |
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|
2023
Q3 | $159K | Buy |
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|
2023
Q2 | $190K | Hold |
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|
2023
Q1 | $202K | Sell |
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|
2022
Q4 | $341K | Buy |
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|
2022
Q3 | $180K | Hold |
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|
2022
Q2 | $168K | Buy |
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|
2022
Q1 | $176K | Buy |
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|
2021
Q4 | $175K | Hold |
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|
2021
Q3 | $155K | Hold |
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|
2021
Q2 | $167K | Hold |
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|
2021
Q1 | $164K | Sell |
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|
2020
Q4 | $163K | Hold |
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|
2020
Q3 | $163K | Hold |
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|
2020
Q2 | $149K | Hold |
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|
2020
Q1 | $156K | Sell |
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|
2019
Q4 | $150K | Buy |
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|
2019
Q3 | $129K | Hold |
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|
2019
Q2 | $135K | Hold |
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|
2019
Q1 | $136K | Buy |
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|
2018
Q4 | $108K | Hold |
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|
2018
Q3 | $118K | Sell |
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|
2018
Q2 | $124K | Hold |
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|
2018
Q1 | $144K | Buy |
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|
2017
Q4 | $81K | Hold |
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|
2017
Q3 | $68K | Hold |
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|
2017
Q2 | $77K | Hold |
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|
2017
Q1 | $85K | Hold |
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|
2016
Q4 | $84K | Buy |
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|
2016
Q3 | $88K | Hold |
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|
2016
Q2 | $99K | Hold |
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|
2016
Q1 | $84K | Hold |
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|
2015
Q4 | $81K | Hold |
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|
2015
Q3 | $74K | Hold |
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|
2015
Q2 | $71K | Buy |
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|
2015
Q1 | $52K | Hold |
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|
2014
Q4 | $45K | Hold |
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|
2014
Q3 | $45K | Hold |
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|
2014
Q2 | $48K | Hold |
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|
2014
Q1 | $44K | Hold |
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|
2013
Q4 | $47K | Sell |
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|
2013
Q3 | $58K | Hold |
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|
2013
Q2 | $57K | Buy |
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