Bell Investment 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	$4.92K	Buy	51 +46	+920%	+$4.82K	﹤0.01%	965
2025 Q4	$490	Sell	5 -46	-90%	-$4.75K	﹤0.01%	1751
2025 Q3	$5.54K	Sell	51 -15	-23%	-$1.63K	﹤0.01%	884
2025 Q2	$6.48K	Sell	66 -1	-1%	-$110	﹤0.01%	859
2025 Q1	$7.93K	Buy	67 +14	+26%	+$1.51K	﹤0.01%	701
2024 Q4	$5.84K	Buy	53 +7	+15%	+$805	﹤0.01%	861
2024 Q3	$5.57K	Sell	46 -12	-21%	-$1.41K	﹤0.01%	878
2024 Q2	$6.33K	Hold	58	–	–	﹤0.01%	811
2024 Q1	$7.3K	Hold	58	–	–	﹤0.01%	717
2023 Q4	$7.33K	Sell	58 -43	-43%	-$4.98K	﹤0.01%	686
2023 Q3	$12.4K	Sell	101 -3	-3%	-$426	﹤0.01%	429
2023 Q2	$15.4K	Sell	104 -15	-13%	-$2.29K	﹤0.01%	371
2023 Q1	$18.7K	Buy	119 +19	+19%	+$2.89K	﹤0.01%	317
2022 Q4	$15.8K	Buy	100 +11	+12%	+$1.64K	﹤0.01%	355
2022 Q3	$12K	Buy	89 +1	+1%	+$136	﹤0.01%	374
2022 Q2	$11K	Buy	+88	New	+$11.7K	﹤0.01%	410
2021 Q4	$12K	Buy	91 +17	+23%	+$2.17K	﹤0.01%	447
2021 Q3	$9K	Buy	+74	New	+$9.41K	﹤0.01%	494