IEQ Capital’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
$616K Sell
2025
Q2
$693K Buy
2025
Q1
Sell
2024
Q4
$213K Sell
2024
Q3
$641K Sell
2024
Q2
$686K Sell
2024
Q1
$827K Buy
2023
Q4
$645K Buy
2023
Q3
$335K Sell
2023
Q2
$410K Sell
2023
Q1
$450K Buy
2022
Q4
$350K Buy
2022
Q3
$263K Buy
2021
Q4
Sell
2021
Q3
$228K Buy
2020
Q2
Sell
2020
Q1
$205K Buy