Clearstead Advisors’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 | $587K | Sell |
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|
2025
Q2 | $650K | Buy |
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|
2025
Q1 | $618K | Buy |
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|
2024
Q4 | $562K | Sell |
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|
2024
Q3 | $795K | Buy |
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|
2024
Q2 | $524K | Buy |
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|
2024
Q1 | $546K | Sell |
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|
2023
Q4 | $908K | Sell |
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|
2023
Q3 | $1.66M | Buy |
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|
2023
Q2 | $873K | Buy |
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|
2023
Q1 | $920K | Sell |
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|
2022
Q4 | $927K | Buy |
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|
2022
Q3 | $723K | Sell |
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|
2022
Q2 | $726K | Buy |
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|
2022
Q1 | $395K | Buy |
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|
2021
Q4 | $370K | Sell |
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|
2021
Q3 | $329K | Buy |
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|
2021
Q2 | $353K | Buy |
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|
2021
Q1 | $343K | Buy |
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|
2020
Q4 | $306K | Buy |
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|
2020
Q3 | $138K | Buy |
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|
2020
Q2 | $121K | Sell |
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|
2020
Q1 | $131K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $228K | Buy |
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