AE Wealth Management’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 | $4.32M | Buy |
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|
2025
Q2 | $3.45M | Buy |
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|
2025
Q1 | $3.88M | Buy |
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|
2024
Q4 | $3.17M | Buy |
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|
2024
Q3 | $2.76M | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $2.26M | Buy |
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|
2023
Q3 | $1.98M | Buy |
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|
2023
Q2 | $2.28M | Buy |
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|
2023
Q1 | $2.36M | Sell |
|
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|
2022
Q4 | $2.5M | Buy |
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|
2022
Q3 | $2.05M | Buy |
|
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|
2022
Q2 | $1.81M | Buy |
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|
2022
Q1 | $1.89M | Buy |
|
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|
2021
Q4 | $1.71M | Buy |
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|
2021
Q3 | $1.42M | Sell |
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|
2021
Q2 | $3.04M | Buy |
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|
2021
Q1 | $906K | Buy |
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|
2020
Q4 | $794K | Buy |
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|
2020
Q3 | $616K | Buy |
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|
2020
Q2 | $445K | Buy |
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|
2020
Q1 | $409K | Sell |
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|
2019
Q4 | $418K | Buy |
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|
2019
Q3 | $351K | Buy |
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