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	3,017 +22	+0.7%	+$2.42K	﹤0.01%	1071
2025 Q1	$354K	Sell	2,995 -139	-4%	-$15K	﹤0.01%	904
2024 Q4	$345K	Buy	3,134 +801	+34%	+$92.1K	﹤0.01%	732
2024 Q3	$283K	Buy	+2,333	New	+$275K	﹤0.01%	746
2024 Q2	–	Sell	-1,808	Closed	-$228K	–	737
2024 Q1	$228K	Sell	1,808 -370	-17%	-$46.8K	﹤0.01%	552
2023 Q4	$275K	Buy	2,178 +141	+7%	+$16.3K	0.01%	545
2023 Q3	$250K	Sell	2,037 -559	-22%	-$79.4K	0.01%	549
2023 Q2	$383K	Buy	2,596 +7	+0.3%	+$1.07K	0.01%	450
2023 Q1	$408K	Hold	2,589	–	–	0.01%	441
2022 Q4	$410K	Sell	2,589 -51	-2%	-$7.6K	0.01%	431
2022 Q3	$363K	Hold	2,640	–	–	0.01%	441
2022 Q2	$337K	Buy	2,640 +50	+2%	+$6.67K	0.01%	457
2022 Q1	$351K	Hold	2,590	–	–	0.01%	484
2021 Q4	$352K	Buy	+2,590	New	+$330K	0.01%	507