Cassady Schiller Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $17.5K | Hold |
|
|||||
|
2024
Q3 | $19.2K | Buy |
|
|||||
|
2024
Q2 | $9.77K | Hold |
|
|||||
|
2024
Q1 | $11.3K | Sell |
|
|||||
|
2023
Q4 | $72.7K | Buy |
|
|||||
|
2023
Q3 | $13K | Sell |
|
|||||
|
2023
Q2 | $40.1K | Buy |
|
|||||
|
2023
Q1 | $21.8K | Sell |
|
|||||
|
2022
Q4 | $25.1K | Buy |
|
|||||
|
2022
Q1 | – | Sell |
|
|||||
|
2021
Q4 | $16K | Buy |
|