Costello Asset 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
Q3
$46.6K Buy
2025
Q2
$42K Buy
2025
Q1
$50.5K Buy
2021
Q3
Sell
2021
Q2
$13K Hold
2021
Q1
$13K Hold
2020
Q4
$12K Hold
2020
Q3
$12K Sell
2020
Q2
$19K Buy