Atticus 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	–	Sell	-230	Closed	-$22.6K	–	554
2025 Q2	$22.6K	Buy	230 +110	+92%	+$12.1K	0.01%	401
2025 Q1	$14.2K	Hold	120	–	–	﹤0.01%	354
2024 Q4	$13.2K	Hold	120	–	–	﹤0.01%	368
2024 Q3	$14.5K	Sell	120 -4	-3%	-$471	﹤0.01%	362
2024 Q2	$13.5K	Hold	124	–	–	﹤0.01%	351
2024 Q1	$15.6K	Hold	124	–	–	0.01%	352
2023 Q4	$15.7K	Hold	124	–	–	0.01%	352
2023 Q3	$15.2K	Hold	124	–	–	0.01%	359
2023 Q2	$18.3K	Hold	124	–	–	0.01%	348
2023 Q1	$19.5K	Hold	124	–	–	0.01%	325
2022 Q4	$19.6K	Sell	124 -30	-19%	-$4.47K	0.01%	332
2022 Q3	$20K	Hold	154	–	–	0.01%	313
2022 Q2	$20K	Buy	154 +30	+24%	+$4K	0.01%	342
2022 Q1	$17K	Hold	124	–	–	0.01%	356
2021 Q4	$17K	Buy	+124	New	+$15.8K	0.01%	320