Arete Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
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|
2025
Q4 | $511K | Hold |
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|
2025
Q3 | $567K | Buy |
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|
2025
Q2 | $490K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $202K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $237K | Sell |
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|
2018
Q3 | $260K | Buy |
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|
2018
Q2 | $269K | Hold |
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|
2018
Q1 | $310K | Hold |
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|
2017
Q4 | $311K | Hold |
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|
2017
Q3 | $263K | Hold |
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|
2017
Q2 | $296K | Buy |
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