Forum Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
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|
2025
Q4 | $360K | Buy |
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|
2025
Q3 | $350K | Sell |
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|
2025
Q2 | $369K | Buy |
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|
2025
Q1 | $369K | Buy |
|
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|
2024
Q4 | $330K | Buy |
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|
2024
Q3 | $251K | Buy |
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|
2024
Q2 | $225K | Hold |
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|
2024
Q1 | $260K | Buy |
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|
2023
Q4 | $261K | Sell |
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|
2023
Q3 | $360K | Hold |
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|
2023
Q2 | $432K | Buy |
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|
2023
Q1 | $460K | Sell |
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|
2022
Q4 | $467K | Buy |
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|
2022
Q3 | $363K | Hold |
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|
2022
Q2 | $338K | Buy |
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|
2022
Q1 | $357K | Hold |
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|
2021
Q4 | $359K | Buy |
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