Alpha Omega 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
Q2
$979K Sell
2025
Q1
$1.19M Hold
2024
Q4
$1.1M Sell
2024
Q3
$1.23M Sell
2024
Q2
$1.12M Sell
2024
Q1
$1.31M Hold
2023
Q4
$1.32M Hold
2023
Q3
$1.28M Sell
2023
Q2
$1.56M Sell
2023
Q1
$1.71M Sell
2022
Q4
$1.75M Sell
2022
Q3
$1.54M Hold
2022
Q2
$1.43M Sell
2022
Q1
$1.51M Sell
2021
Q4
$1.62M Sell
2021
Q3
$1.37M Buy
2021
Q2
$1.43M Sell
2021
Q1
$1.41M Sell
2020
Q4
$1.31M Sell
2020
Q3
$1.34M Sell
2020
Q2
$1.25M Hold
2020
Q1
$1.31M Buy
2019
Q4
$1.23M Sell
2019
Q3
$1.39M Buy