Independent Advisor Alliance’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 | $565K | Buy |
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|
2025
Q2 | $486K | Sell |
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|
2025
Q1 | $651K | Sell |
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|
2024
Q4 | $643K | Buy |
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|
2024
Q3 | $618K | Sell |
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|
2024
Q2 | $589K | Buy |
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|
2024
Q1 | $594K | Sell |
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|
2023
Q4 | $602K | Buy |
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|
2023
Q3 | $521K | Sell |
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|
2023
Q2 | $1.65M | Buy |
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|
2023
Q1 | $1.36M | Buy |
|