Clearstead Trust’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 | $7.49K | Sell |
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|
2025
Q2 | $9.62K | Buy |
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|
2025
Q1 | $2.49K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $202K | Hold |
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|
2023
Q2 | $243K | Hold |
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|
2023
Q1 | $259K | Hold |
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|
2022
Q4 | $260K | Buy |
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|
2022
Q3 | $224K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $6K | Hold |
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|
2020
Q3 | $6K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $63K | Hold |
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|
2017
Q2 | $71K | Buy |
|