Geneos 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
Q3 | $180K | Sell |
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|
2025
Q2 | $218K | Sell |
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|
2025
Q1 | $440K | Buy |
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|
2024
Q4 | $132K | Sell |
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|
2024
Q3 | $151K | Buy |
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|
2024
Q2 | $108K | Buy |
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|
2024
Q1 | $94.2K | Sell |
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|
2023
Q4 | $254K | Sell |
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|
2023
Q3 | $288K | Sell |
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|
2023
Q2 | $462K | Sell |
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|
2023
Q1 | $607K | Sell |
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|
2022
Q4 | $800K | Buy |
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|
2022
Q3 | $637K | Sell |
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|
2022
Q2 | $841K | Buy |
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|
2022
Q1 | $846K | Buy |
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|
2021
Q4 | $841K | Buy |
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|
2021
Q3 | $732K | Buy |
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|
2021
Q2 | $782K | Sell |
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|
2021
Q1 | $868K | Sell |
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|
2020
Q4 | $797K | Buy |
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|
2020
Q3 | $471K | Sell |
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|
2020
Q2 | $460K | Buy |
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|
2020
Q1 | $460K | Buy |
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|
2019
Q4 | $423K | Buy |
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|
2019
Q3 | $375K | Sell |
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|
2019
Q2 | $444K | Buy |
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|
2019
Q1 | $415K | Sell |
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|
2018
Q4 | $356K | Sell |
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|
2018
Q3 | $412K | Buy |
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|
2018
Q2 | $431K | Sell |
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|
2018
Q1 | $519K | Buy |
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|
2017
Q4 | $519K | Sell |
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|
2017
Q3 | $439K | Sell |
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|
2017
Q2 | $495K | Sell |
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|
2017
Q1 | $554K | Sell |
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|
2016
Q4 | $550K | Buy |
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|
2016
Q3 | $581K | Buy |
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|
2016
Q2 | $595K | Buy |
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|
2016
Q1 | $513K | Buy |
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