Holos Integrated Wealth’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
Q4
$2.8K Hold
2025
Q3
$3.04K Hold
2025
Q2
$3.21K Hold
2025
Q1
$3.43K Hold
2024
Q4
$3.19K Buy