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CBIZ Investment Advisory Services’s J.M. Smucker SJM Stock Holding History

CBIZ Investment Advisory Services’s Portfolio SJM Stock Details SJM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-173
Closed -$17K – 780
2025
Q2 		$17K Hold
173
– – ﹤0.01% 284
2025
Q1 		$20.5K Hold
173
– – ﹤0.01% 226
2024
Q4 		$19.1K Sell
173
-14
-7% -$1.61K ﹤0.01% 220
2024
Q3 		$22.6K Buy
187
+14
+8% +$1.65K ﹤0.01% 171
2024
Q2 		$18.9K Hold
173
– – ﹤0.01% 174
2024
Q1 		$21.8K Buy
+173
New +$21.9K ﹤0.01% 168

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Balyasny Asset Management
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