Abound Wealth Management’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
$990 Hold
10
﹤0.01% 803
2025
Q1
$1.19K Sell
10
-16
-62% -$1.91K ﹤0.01% 744
2024
Q4
$2.9K Buy
26
+16
+160% +$1.78K ﹤0.01% 630
2024
Q3
$1.22K Hold
10
﹤0.01% 761
2024
Q2
$1.1K Hold
10
﹤0.01% 715
2024
Q1
$1.27K Sell
10
-6
-38% -$761 ﹤0.01% 745
2023
Q4
$2.03K Hold
16
﹤0.01% 653
2023
Q3
$1.98K Sell
16
-7
-30% -$865 ﹤0.01% 616
2023
Q2
$3.42K Buy
23
+13
+130% +$1.93K ﹤0.01% 566
2023
Q1
$1.59K Hold
10
﹤0.01% 610
2022
Q4
$1.6K Hold
10
﹤0.01% 569
2022
Q3
$1.38K Buy
+10
New +$1.38K ﹤0.01% 550