EverSource Wealth Advisors’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
Q2 | $105K | Buy |
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2025
Q1 | $60K | Buy |
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|
2024
Q4 | $38.4K | Buy |
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|
2024
Q3 | $32K | Sell |
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|
2024
Q2 | $32.3K | Sell |
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|
2024
Q1 | $43.2K | Hold |
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|
2023
Q4 | $47.5K | Sell |
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|
2023
Q3 | $89.1K | Buy |
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|
2023
Q2 | $98.6K | Buy |
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|
2023
Q1 | $78.1K | Sell |
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|
2022
Q4 | $80.8K | Buy |
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|
2022
Q3 | $70K | Buy |
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|
2022
Q2 | $63K | Buy |
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|
2022
Q1 | $9K | Buy |
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|
2021
Q4 | $6K | Buy |
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