Daymark Wealth Partners’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	$6.96M	Sell	72,218 -968	-1%	-$101K	0.22%	89
2025 Q4	$7.16M	Sell	73,186 -2,736	-4%	-$283K	0.23%	86
2025 Q3	$8.25M	Buy	75,922 +7,428	+11%	+$807K	0.28%	73
2025 Q2	$6.73M	Sell	68,494 -335	-0.5%	-$36.8K	0.26%	85
2025 Q1	$8.15M	Buy	68,829 +4,521	+7%	+$488K	0.35%	62
2024 Q4	$7.08M	Buy	64,308 +5,641	+10%	+$649K	0.3%	72
2024 Q3	$7.1M	Buy	58,667 +6,868	+13%	+$809K	0.3%	75
2024 Q2	$5.65M	Buy	51,799 +1,643	+3%	+$186K	0.26%	85
2024 Q1	$6.31M	Buy	50,156 +365	+0.7%	+$46.2K	0.34%	73
2023 Q4	$6.29M	Buy	49,791 +4,979	+11%	+$577K	0.39%	59
2023 Q3	$5.51M	Buy	44,812 +6,654	+17%	+$945K	0.38%	60
2023 Q2	$5.63M	Buy	38,158 +33,450	+710%	+$5.1M	0.42%	57
2023 Q1	$741K	Sell	4,708 -762	-14%	-$116K	0.1%	157
2022 Q4	$867K	Buy	+5,470	New	+$815K	0.15%	106