CreativeOne 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 | $966K | Buy |
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|
2025
Q2 | $793K | Sell |
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|
2025
Q1 | $977K | Buy |
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|
2024
Q4 | $809K | Buy |
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|
2024
Q3 | $862K | Buy |
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|
2024
Q2 | $693K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $301K | Buy |
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|
2022
Q2 | $275K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $282K | Buy |
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|
2021
Q3 | $227K | Buy |
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