Y-Intercept (HK)’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
Q2 | $1.31M | Buy |
+13,338
| New | +$1.31M | 0.03% | 804 |
|
|
2025
Q1 | – | Sell |
-5,938
| Closed | -$654K | – | 1568 |
|
|
2024
Q4 | $654K | Buy |
+5,938
| New | +$654K | 0.04% | 607 |
|
|
2024
Q3 | – | Sell |
-12,384
| Closed | -$1.35M | – | 1764 |
|
|
2024
Q2 | $1.35M | Buy |
+12,384
| New | +$1.35M | 0.07% | 370 |
|
|
2023
Q4 | – | Sell |
-21,556
| Closed | -$2.65M | – | 1609 |
|
|
2023
Q3 | $2.65M | Buy |
+21,556
| New | +$2.65M | 0.26% | 88 |
|
|
2023
Q2 | – | Sell |
-3,297
| Closed | -$519K | – | 1683 |
|
|
2023
Q1 | $519K | Buy |
+3,297
| New | +$519K | 0.06% | 512 |
|
|
2022
Q3 | – | Sell |
-2,795
| Closed | -$358K | – | 1243 |
|
|
2022
Q2 | $358K | Buy |
2,795
+1,149
| +70% | +$147K | 0.05% | 529 |
|
|
2022
Q1 | $223K | Buy |
+1,646
| New | +$223K | 0.05% | 572 |
|
|
2021
Q3 | – | Sell |
-5,914
| Closed | -$766K | – | 881 |
|
|
2021
Q2 | $766K | Buy |
5,914
+3,715
| +169% | +$481K | 0.19% | 151 |
|
|
2021
Q1 | $283K | Buy |
+2,199
| New | +$283K | 0.08% | 428 |
|