Commonwealth Financial Services’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	–	Sell	-2,620	Closed	-$257K	–	237
2025 Q2	$257K	Buy	2,620 +43	+2%	+$4.73K	0.05%	174
2025 Q1	$305K	Sell	2,577 -346	-12%	-$37.4K	0.06%	145
2024 Q4	$322K	Sell	2,923 -90	-3%	-$10.4K	0.06%	141
2024 Q3	$365K	Sell	3,013 -17	-0.6%	-$2K	0.07%	125
2024 Q2	$333K	Sell	3,030 -274	-8%	-$31K	0.07%	125
2024 Q1	$418K	Hold	3,304	–	–	0.1%	106
2023 Q4	$418K	Buy	3,304 +1,620	+96%	+$188K	0.1%	105
2023 Q3	$207K	Buy	+1,684	New	+$239K	0.06%	177
2017 Q1	$13K	Hold	100	–	–	0.01%	178
2016 Q4	$13K	Sell	100 -108	-52%	-$14K	0.01%	162
2016 Q3	$28K	Sell	208 -465	-69%	-$68.2K	0.03%	110
2016 Q2	$103K	Hold	673	–	–	0.12%	66
2016 Q1	$87K	Buy	673 +465	+224%	+$58.6K	0.13%	62
2015 Q4	$26K	Buy	208 +108	+108%	+$12.9K	0.09%	100
2015 Q3	$11K	Hold	100	–	–	0.01%	149
2015 Q2	$11K	Hold	100	–	–	0.01%	170
2015 Q1	$12K	Hold	100	–	–	0.01%	169
2014 Q4	$10K	Buy	+100	New	+$10.1K	0.01%	171