Corient Private Wealth’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 | $7.24M | Buy |
|
|||||
|
2025
Q2 | $5.29M | Sell |
|
|||||
|
2025
Q1 | $6.58M | Sell |
|
|||||
|
2024
Q4 | $6.14M | Buy |
|
|||||
|
2024
Q3 | $6.34M | Sell |
|
|||||
|
2024
Q2 | $6.15M | Sell |
|
|||||
|
2024
Q1 | $7.54M | Sell |
|
|||||
|
2023
Q4 | $7.65M | Buy |
|
|||||
|
2023
Q3 | $7.1M | Buy |
|
|||||
|
2023
Q2 | $5.08M | Sell |
|
|||||
|
2023
Q1 | $5.55M | Buy |
|
|||||
|
2022
Q4 | $4.76M | Buy |
|