CIA
Concurrent Investment Advisors’s J.M. Smucker SJM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-15,047
| Closed | -$1.78M | – | 1384 |
|
|
2025
Q1 | $1.78M | Buy |
15,047
+1,512
| +11% | +$179K | 0.04% | 389 |
|
|
2024
Q4 | $1.49M | Buy |
13,535
+45
| +0.3% | +$4.96K | 0.04% | 392 |
|
|
2024
Q3 | $1.63M | Buy |
13,490
+2,103
| +18% | +$255K | 0.05% | 359 |
|
|
2024
Q2 | $1.24M | Buy |
11,387
+1,677
| +17% | +$183K | 0.04% | 378 |
|
|
2024
Q1 | $1.22M | Buy |
9,710
+1,210
| +14% | +$152K | 0.05% | 339 |
|
|
2023
Q4 | $1.07M | Buy |
+8,500
| New | +$1.07M | 0.05% | 326 |
|