Integrated Wealth Concepts’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 | $402K | Sell |
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|
2025
Q2 | $795K | Buy |
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|
2025
Q1 | $886K | Buy |
|
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|
2024
Q4 | $215K | Sell |
|
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|
2024
Q3 | $332K | Sell |
|
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|
2024
Q2 | $314K | Sell |
|
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|
2024
Q1 | $365K | Buy |
|
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|
2023
Q4 | $342K | Buy |
|
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|
2023
Q3 | $278K | Sell |
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|
2023
Q2 | $337K | Sell |
|
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|
2023
Q1 | $370K | Buy |
|
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|
2022
Q4 | $223K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $213K | Buy |
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|
2021
Q3 | – | Sell |
|
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|
2021
Q2 | $416K | Buy |
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|
2021
Q1 | $324K | Buy |
|