HB 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 | $539K | Buy |
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|
2025
Q2 | $306K | Sell |
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|
2025
Q1 | $553K | Buy |
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|
2024
Q4 | $442K | Sell |
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|
2024
Q3 | $547K | Buy |
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|
2024
Q2 | $434K | Buy |
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|
2024
Q1 | $392K | Sell |
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|
2023
Q4 | $519K | Sell |
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|
2023
Q3 | $653K | Buy |
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|
2023
Q2 | $505K | Buy |
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|
2023
Q1 | $463K | Sell |
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|
2022
Q4 | $1.37M | Buy |
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|
2022
Q3 | $309K | Sell |
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|
2022
Q2 | $387K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $256K | Buy |
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