GA
Geller Advisors’s J.M. Smucker SJM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,023
| Closed | -$245K | – | 274 |
|
|
2024
Q3 | $245K | Buy |
+2,023
| New | +$245K | 0.02% | 231 |
|
|
2024
Q2 | – | Sell |
-1,700
| Closed | -$214K | – | 280 |
|
|
2024
Q1 | $214K | Sell |
1,700
-124
| -7% | -$15.6K | 0.02% | 258 |
|
|
2023
Q4 | $231K | Buy |
+1,824
| New | +$231K | 0.02% | 240 |
|