Focus Partners Wealth’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
$4.8M Buy
2025
Q2
$4.15M Buy
2025
Q1
$4.87M Sell
2024
Q4
$4.61M Buy
2024
Q3
$1.11M Sell
2024
Q2
$1M Buy
2024
Q1
$384K Buy
2023
Q4
$374K Buy