Eads & Heald 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $818K | Sell |
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|
2025
Q2 | $798K | Sell |
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|
2025
Q1 | $982K | Sell |
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|
2024
Q4 | $923K | Sell |
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|
2024
Q3 | $1.02M | Buy |
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|
2024
Q2 | $859K | Sell |
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|
2024
Q1 | $1.08M | Sell |
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|
2023
Q4 | $1.24M | Sell |
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|
2023
Q3 | $1.27M | Sell |
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|
2023
Q2 | $1.57M | Sell |
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|
2023
Q1 | $1.91M | Buy |
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|
2022
Q4 | $1.75M | Sell |
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|
2022
Q3 | $1.54M | Buy |
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|
2022
Q2 | $1.43M | Sell |
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|
2022
Q1 | $1.59M | Sell |
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|
2021
Q4 | $1.6M | Buy |
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|
2021
Q3 | $1.39M | Sell |
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|
2021
Q2 | $1.52M | Sell |
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|
2021
Q1 | $1.5M | Buy |
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|
2020
Q4 | $1.18M | Buy |
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|
2020
Q3 | $766K | Buy |
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|
2020
Q2 | $608K | Buy |
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|
2020
Q1 | $621K | Sell |
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|
2019
Q4 | $592K | Sell |
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|
2019
Q3 | $690K | Sell |
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|
2019
Q2 | $727K | Sell |
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|
2019
Q1 | $763K | Sell |
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|
2018
Q4 | $620K | Sell |
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|
2018
Q3 | $785K | Sell |
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|
2018
Q2 | $824K | Buy |
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|
2018
Q1 | $758K | Sell |
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|
2017
Q4 | $769K | Buy |
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|
2017
Q3 | $644K | Sell |
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|
2017
Q2 | $914K | Sell |
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|
2017
Q1 | $1.03M | Sell |
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|
2016
Q4 | $1.02M | Sell |
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|
2016
Q3 | $1.09M | Buy |
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|
2016
Q2 | $543K | Sell |
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|
2016
Q1 | $469K | Sell |
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|
2015
Q4 | $514K | Buy |
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|
2015
Q3 | $432K | Sell |
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|
2015
Q2 | $426K | Sell |
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|
2015
Q1 | $461K | Sell |
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|
2014
Q4 | $417K | Buy |
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|
2014
Q3 | $370K | Sell |
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|
2014
Q2 | $405K | Buy |
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|
2014
Q1 | $363K | Sell |
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|
2013
Q4 | $410K | Sell |
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|
2013
Q3 | $457K | Sell |
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|
2013
Q2 | $526K | Buy |
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