Forza 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
Q2 | – | Sell |
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|
2025
Q1 | $438K | Sell |
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|
2024
Q4 | $409K | Sell |
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|
2024
Q3 | $453K | Sell |
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|
2024
Q2 | $430K | Sell |
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|
2024
Q1 | $521K | Sell |
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|
2023
Q4 | $536K | Sell |
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|
2023
Q3 | $602K | Hold |
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|
2023
Q2 | $724K | Buy |
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|
2023
Q1 | $768K | Hold |
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|
2022
Q4 | $773K | Buy |
|