Dakota 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
2026
Q1
$3.99M Buy
2024
Q2
Sell
2024
Q1
$709K Buy
2023
Q4
$559K Buy
2023
Q3
$544K Buy
2023
Q2
$645K Hold
2023
Q1
$687K Buy