Belpointe Asset 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
2023 Q4	–	Sell	-2,175	Closed	-$267K	–	757
2023 Q3	$267K	Buy	2,175 +788	+57%	+$112K	0.03%	514
2023 Q2	$205K	Sell	1,387 -7,431	-84%	-$1.13M	0.02%	567
2023 Q1	$1.39M	Buy	8,818 +3,022	+52%	+$459K	0.07%	269
2022 Q4	$919K	Buy	5,796 +3,844	+197%	+$573K	0.06%	342
2022 Q3	$268K	Buy	1,952 +344	+21%	+$46.9K	0.02%	726
2022 Q2	$206K	Sell	1,608 -92	-5%	-$12.3K	0.01%	815
2022 Q1	$230K	Buy	1,700 +295	+21%	+$40.2K	0.01%	854
2021 Q4	$191K	Buy	1,405 +95	+7%	+$12.1K	0.01%	921
2021 Q3	$157K	Hold	1,310	–	–	0.01%	960
2021 Q2	$170K	Buy	1,310 +303	+30%	+$40.2K	0.01%	897
2021 Q1	$127K	Sell	1,007 -1	-0.1%	-$118	0.01%	915
2020 Q4	$117K	Buy	1,008 +32	+3%	+$3.72K	0.01%	895
2020 Q3	$113K	Buy	976 +6	+0.6%	+$669	0.01%	733
2020 Q2	$103K	Buy	+970	New	+$109K	0.01%	721
2019 Q2	–	Sell	-2,600	Closed	-$302K	–	644
2019 Q1	$302K	Buy	+2,600	New	+$272K	0.06%	243