Everhart Financial Group’s J.M. Smucker SJM Stock Holding History

Everhart Financial Group’s Portfolio SJM Stock Details SJM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$408K	Buy
2025 Q2	$330K	Buy
2025 Q1	$369K	Buy
2024 Q4	$252K	Sell
2024 Q3	$282K	Buy
2024 Q2	$211K	Buy
2024 Q1	$204K	Buy