AssuredPartners Investment Advisors’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	–	Sell	-5,208	Closed	-$617K	–	316
2025 Q1	$617K	Buy	5,208 +133	+3%	+$15.7K	0.12%	173
2024 Q4	$559K	Buy	+5,075	New	+$559K	0.11%	188