IWM
Integris Wealth Management’s J.M. Smucker SJM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $216K | Hold |
2,200
| – | – | 0.06% | 109 |
|
|
2025
Q1 | $261K | Hold |
2,200
| – | – | 0.07% | 88 |
|
|
2024
Q4 | $242K | Hold |
2,200
| – | – | 0.07% | 92 |
|
|
2024
Q3 | $266K | Hold |
2,200
| – | – | 0.07% | 82 |
|
|
2024
Q2 | $240K | Hold |
2,200
| – | – | 0.07% | 86 |
|
|
2024
Q1 | $277K | Hold |
2,200
| – | – | 0.08% | 79 |
|
|
2023
Q4 | $278K | Hold |
2,200
| – | – | 0.08% | 77 |
|
|
2023
Q3 | $270K | Hold |
2,200
| – | – | 0.09% | 75 |
|
|
2023
Q2 | $325K | Hold |
2,200
| – | – | 0.11% | 58 |
|
|
2023
Q1 | $346K | Hold |
2,200
| – | – | 0.13% | 57 |
|
|
2022
Q4 | $349K | Buy |
+2,200
| New | +$349K | 0.14% | 55 |
|