Borer Denton & Associates’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 Q4	–	Sell	-2,000	Closed	-$217K	–	66
2025 Q3	$217K	Buy	+2,000	New	+$217K	0.07%	60
2025 Q2	–	Sell	-2,000	Closed	-$237K	–	60
2025 Q1	$237K	Hold	2,000	–	–	0.08%	57
2024 Q4	$220K	Hold	2,000	–	–	0.08%	58
2024 Q3	$242K	Hold	2,000	–	–	0.08%	56
2024 Q2	$218K	Hold	2,000	–	–	0.08%	56
2024 Q1	$252K	Hold	2,000	–	–	0.09%	56
2023 Q4	$253K	Hold	2,000	–	–	0.1%	54
2023 Q3	$246K	Hold	2,000	–	–	0.1%	58
2023 Q2	$295K	Hold	2,000	–	–	0.12%	55
2023 Q1	$315K	Hold	2,000	–	–	0.13%	54
2022 Q4	$317K	Hold	2,000	–	–	0.14%	52
2022 Q3	$275K	Hold	2,000	–	–	0.14%	53
2022 Q2	$256K	Hold	2,000	–	–	0.12%	50
2022 Q1	$271K	Buy	+2,000	New	+$273K	0.11%	50