Beacon Pointe 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $231K | Buy |
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|
2025
Q1 | $276K | Sell |
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|
2024
Q4 | $270K | Sell |
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|
2024
Q3 | $437K | Sell |
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|
2024
Q2 | $400K | Sell |
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|
2024
Q1 | $479K | Buy |
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|
2023
Q4 | $476K | Sell |
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|
2023
Q3 | $480K | Buy |
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|
2023
Q2 | $546K | Sell |
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|
2023
Q1 | $617K | Sell |
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|
2022
Q4 | $661K | Buy |
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|
2022
Q3 | $516K | Buy |
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|
2022
Q2 | $441K | Sell |
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|
2022
Q1 | $2.11M | Buy |
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|
2021
Q4 | $335K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $501K | Buy |
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|
2021
Q1 | $200K | Buy |
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