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