HWA
HHM Wealth Advisors’s J.M. Smucker SJM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-11
| Closed | -$1.21K | – | 1032 |
|
|
2024
Q4 | $1.21K | Buy |
+11
| New | +$1.21K | ﹤0.01% | 822 |
|
|
2023
Q4 | – | Sell |
-2
| Closed | -$246 | – | 805 |
|
|
2023
Q3 | $246 | Sell |
2
-2
| -50% | -$246 | ﹤0.01% | 761 |
|
|
2023
Q2 | $591 | Hold |
4
| – | – | ﹤0.01% | 767 |
|
|
2023
Q1 | $630 | Buy |
+4
| New | +$630 | ﹤0.01% | 784 |
|