Heritage Wealth Advisors’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	–	Sell	-30	Closed	-$2.95K	–	597
2025 Q2	$2.95K	Hold	30	–	–	﹤0.01%	495
2025 Q1	$3.55K	Hold	30	–	–	﹤0.01%	477
2024 Q4	$3.3K	Hold	30	–	–	﹤0.01%	528
2024 Q3	$3.63K	Hold	30	–	–	﹤0.01%	511
2024 Q2	$3.27K	Hold	30	–	–	﹤0.01%	465
2024 Q1	$3.78K	Hold	30	–	–	﹤0.01%	483
2023 Q4	$3.79K	Hold	30	–	–	﹤0.01%	489
2023 Q3	$3.69K	Hold	30	–	–	﹤0.01%	446
2023 Q2	$4.43K	Buy	+30	New	+$4.58K	﹤0.01%	476
2019 Q2	–	Sell	-96	Closed	-$11.2K	–	482
2019 Q1	$11.2K	Hold	96	–	–	﹤0.01%	352
2018 Q4	$8K	Hold	96	–	–	﹤0.01%	324
2018 Q3	$9K	Buy	+96	New	+$10.5K	﹤0.01%	310