Carson Wealth (CWM LLC)’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
Q3 | $28.1M | Buy |
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|
2025
Q2 | $23.7M | Buy |
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|
2025
Q1 | $24.2M | Buy |
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|
2024
Q4 | $22.1M | Buy |
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|
2024
Q3 | $24.1M | Buy |
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|
2024
Q2 | $21.7M | Sell |
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|
2024
Q1 | $25.1M | Sell |
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|
2023
Q4 | $25.5M | Sell |
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|
2023
Q3 | $25.3M | Sell |
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|
2023
Q2 | $30.9M | Sell |
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|
2023
Q1 | $36M | Sell |
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|
2022
Q4 | $37M | Buy |
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|
2022
Q3 | $31.7M | Buy |
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|
2022
Q2 | $28.8M | Buy |
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|
2022
Q1 | $28.6M | Buy |
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|
2021
Q4 | $181K | Buy |
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|
2021
Q2 | $171K | Hold |
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|
2021
Q1 | $171K | Hold |
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|
2020
Q4 | $171K | Hold |
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|
2020
Q3 | $171K | Hold |
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|
2020
Q2 | $171K | Hold |
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|
2020
Q1 | $171K | Hold |
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|
2019
Q4 | $171K | Hold |
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|
2019
Q3 | $171K | Hold |
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|
2019
Q2 | $171K | Hold |
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|
2019
Q1 | $171K | Sell |
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|
2018
Q4 | $148K | Sell |
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|
2018
Q3 | $181K | Buy |
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|
2018
Q2 | $42K | Buy |
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|
2018
Q1 | $47K | Sell |
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|
2017
Q4 | $51K | Buy |
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|
2017
Q3 | $41K | Sell |
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|
2017
Q2 | $49K | Buy |
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|
2017
Q1 | $51K | Buy |
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|
2016
Q4 | $44K | Sell |
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|
2016
Q3 | $49K | Buy |
|
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|
2016
Q2 | $9K | Hold |
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|
2016
Q1 | $8K | Buy |
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|
2015
Q4 | $4K | Hold |
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|
2015
Q3 | $4K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $6K | Buy |
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|
2013
Q3 | $4K | Buy |
|