GeoWealth Management’s J.M. Smucker SJM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$33.8K	Sell	344 -76	-18%	-$7.46K	﹤0.01%	1003
2025 Q1	$49.7K	Sell	420 -547	-57%	-$64.8K	﹤0.01%	896
2024 Q4	$106K	Buy	967 +126	+15%	+$13.9K	﹤0.01%	952
2024 Q3	$102K	Buy	+841	New	+$102K	﹤0.01%	890