Winch Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $110 | Hold |
1
| – | – | ﹤0.01% | 501 |
|
|
2025
Q4 | $110 | Hold |
1
| – | – | ﹤0.01% | 492 |
|
|
2025
Q3 | $121 | Hold |
1
| – | – | ﹤0.01% | 494 |
|
|
2025
Q2 | $109 | Hold |
1
| – | – | ﹤0.01% | 488 |
|
|
2025
Q1 | $130 | Hold |
1
| – | – | ﹤0.01% | 481 |
|
|
2024
Q4 | $119 | Hold |
1
| – | – | ﹤0.01% | 530 |
|
|
2024
Q3 | $130 | Sell |
1
-19
| -95% | -$2.24K | ﹤0.01% | 449 |
|
|
2024
Q2 | $2.22K | Hold |
20
| – | – | ﹤0.01% | 367 |
|
|
2024
Q1 | $2.54K | Hold |
20
| – | – | ﹤0.01% | 356 |
|
|
2023
Q4 | $2.53K | Hold |
20
| – | – | ﹤0.01% | 347 |
|
|
2023
Q3 | $2K | Hold |
20
| – | – | ﹤0.01% | 369 |
|
|
2023
Q2 | $3K | Hold |
20
| – | – | ﹤0.01% | 337 |
|
|
2023
Q1 | $3K | Buy |
20
+1
| +5% | +$152 | ﹤0.01% | 336 |
|
|
2022
Q4 | $3K | Hold |
19
| – | – | ﹤0.01% | 321 |
|
|
2022
Q3 | $3K | Hold |
19
| – | – | ﹤0.01% | 307 |
|
|
2022
Q2 | $2K | Sell |
19
-1
| -5% | -$133 | ﹤0.01% | 356 |
|
|
2022
Q1 | $3K | Hold |
20
| – | – | ﹤0.01% | 362 |
|
|
2021
Q4 | $3K | Hold |
20
| – | – | ﹤0.01% | 378 |
|
|
2021
Q3 | $2K | Hold |
20
| – | – | ﹤0.01% | 422 |
|
|
2021
Q2 | $3K | Hold |
20
| – | – | ﹤0.01% | 400 |
|
|
2021
Q1 | $2K | Sell |
20
-1
| -5% | -$118 | ﹤0.01% | 393 |
|
|
2020
Q4 | $2K | Hold |
21
| – | – | ﹤0.01% | 377 |
|
|
2020
Q3 | $2K | Sell |
21
-12
| -36% | -$1.34K | ﹤0.01% | 343 |
|
|
2020
Q2 | $3K | Hold |
33
| – | – | ﹤0.01% | 308 |
|
|
2020
Q1 | $4K | Hold |
33
| – | – | ﹤0.01% | 241 |
|
|
2019
Q4 | $3K | Hold |
33
| – | – | ﹤0.01% | 303 |
|
|
2019
Q3 | $4K | Buy |
33
+1
| +3% | +$111 | ﹤0.01% | 257 |
|
|
2019
Q2 | $4K | Hold |
32
| – | – | ﹤0.01% | 287 |
|
|
2019
Q1 | $4K | Hold |
32
| – | – | ﹤0.01% | 266 |
|
|
2018
Q4 | $3K | Buy |
32
+17
| +113% | +$1.77K | ﹤0.01% | 273 |
|
|
2018
Q3 | $2K | Hold |
15
| – | – | ﹤0.01% | 290 |
|
|
2018
Q2 | $2K | Buy |
15
+1
| +7% | +$112 | ﹤0.01% | 295 |
|
|
2018
Q1 | $2K | Hold |
14
| – | – | ﹤0.01% | 274 |
|
|
2017
Q4 | $2K | Hold |
14
| – | – | ﹤0.01% | 269 |
|
|
2017
Q3 | $1K | Hold |
14
| – | – | ﹤0.01% | 282 |
|
|
2017
Q2 | $2K | Hold |
14
| – | – | ﹤0.01% | 273 |
|
|
2017
Q1 | $2K | Hold |
14
| – | – | ﹤0.01% | 253 |
|
|
2016
Q4 | $2K | Sell |
14
-2
| -13% | -$259 | ﹤0.01% | 240 |
|
|
2016
Q3 | $2K | Hold |
16
| – | – | ﹤0.01% | 241 |
|
|
2016
Q2 | $2K | Hold |
16
| – | – | ﹤0.01% | 235 |
|
|
2016
Q1 | $2K | Hold |
16
| – | – | ﹤0.01% | 207 |
|
|
2015
Q4 | $2K | Hold |
16
| – | – | ﹤0.01% | 223 |
|
|
2015
Q3 | $2K | Hold |
16
| – | – | ﹤0.01% | 202 |
|
|
2015
Q2 | $2K | Hold |
16
| – | – | ﹤0.01% | 255 |
|
|
2015
Q1 | $2K | Buy |
+16
| New | +$1.75K | ﹤0.01% | 280 |
|
|
2014
Q4 | – | Sell |
-15
| Closed | -$2K | – | 156 |
|
|
2014
Q3 | $2K | Hold |
15
| – | – | ﹤0.01% | 206 |
|
|
2014
Q2 | $2K | Hold |
15
| – | – | ﹤0.01% | 235 |
|
|
2014
Q1 | $1K | Buy |
+15
| New | +$1.46K | ﹤0.01% | 268 |
|
Other funds holding SJM
VCM
VPM
