Congress Wealth Management’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
Q2 | $296K | Buy |
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|
2025
Q1 | $354K | Sell |
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|
2024
Q4 | $345K | Buy |
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|
2024
Q3 | $283K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $228K | Sell |
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|
2023
Q4 | $275K | Buy |
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|
2023
Q3 | $250K | Sell |
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|
2023
Q2 | $383K | Buy |
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|
2023
Q1 | $408K | Hold |
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|
2022
Q4 | $410K | Sell |
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|
2022
Q3 | $363K | Hold |
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|
2022
Q2 | $337K | Buy |
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|
2022
Q1 | $351K | Hold |
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|
2021
Q4 | $352K | Buy |
|