Avantax Advisory Services’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 | $782K | Sell |
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|
2025
Q1 | $2.27M | Buy |
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|
2024
Q4 | $1.84M | Buy |
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|
2024
Q3 | $1.91M | Buy |
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|
2024
Q2 | $1.4M | Buy |
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|
2024
Q1 | $691K | Sell |
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|
2023
Q4 | $700K | Buy |
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|
2023
Q3 | $584K | Sell |
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|
2023
Q2 | $865K | Buy |
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|
2023
Q1 | $837K | Buy |
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|
2022
Q4 | $813K | Buy |
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|
2022
Q3 | $647K | Sell |
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|
2022
Q2 | $646K | Buy |
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|
2022
Q1 | $644K | Buy |
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|
2021
Q4 | $632K | Buy |
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|
2021
Q3 | $538K | Buy |
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|
2021
Q2 | $563K | Buy |
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|
2021
Q1 | $340K | Buy |
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|
2020
Q4 | $283K | Sell |
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|
2020
Q3 | $427K | Buy |
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|
2020
Q2 | $237K | Sell |
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|
2020
Q1 | $358K | Buy |
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|
2019
Q4 | $291K | Buy |
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