Independent Solutions Wealth Management’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
2024 Q3	–	Sell	-2,281	Closed	-$249K	–	173
2024 Q2	$249K	Sell	2,281 -746	-25%	-$84.4K	0.06%	151
2024 Q1	$381K	Sell	3,027 -205	-6%	-$26K	0.09%	134
2023 Q4	$408K	Sell	3,232 -145	-4%	-$16.8K	0.1%	130
2023 Q3	$415K	Buy	3,377 +15	+0.4%	+$2.13K	0.11%	140
2023 Q2	$496K	Sell	3,362 -248	-7%	-$37.8K	0.13%	127
2023 Q1	$568K	Hold	3,610	–	–	0.17%	112
2022 Q4	$572K	Sell	3,610 -77	-2%	-$11.5K	0.17%	112
2022 Q3	$507K	Hold	3,687	–	–	0.17%	115
2022 Q2	$472K	Hold	3,687	–	–	0.15%	119
2022 Q1	$499K	Sell	3,687 -88	-2%	-$12K	0.13%	137
2021 Q4	$513K	Buy	3,775 +10	+0.3%	+$1.27K	0.12%	132
2021 Q3	$452K	Sell	3,765 -150	-4%	-$19.1K	0.11%	141
2021 Q2	$507K	Sell	3,915 -100	-2%	-$13.3K	0.12%	133
2021 Q1	$508K	Sell	4,015 -1,087	-21%	-$128K	0.14%	119
2020 Q4	$590K	Hold	5,102	–	–	0.18%	96
2020 Q3	$589K	Buy	5,102 +89	+2%	+$9.92K	0.22%	86
2020 Q2	$530K	Sell	5,013 -1,484	-23%	-$167K	0.23%	86
2020 Q1	$721K	Sell	6,497 -749	-10%	-$80.1K	0.4%	51
2019 Q4	$755K	Buy	+7,246	New	+$767K	0.33%	62