J.W. Cole Advisors’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
Q4 | $863K | Sell |
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|
2025
Q3 | $1.26M | Sell |
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|
2025
Q2 | $1.49M | Buy |
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|
2025
Q1 | $1.5M | Buy |
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|
2024
Q4 | $465K | Sell |
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|
2024
Q3 | $709K | Buy |
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|
2024
Q2 | $472K | Sell |
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|
2024
Q1 | $765K | Buy |
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|
2023
Q4 | $769K | Buy |
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|
2023
Q3 | $219K | Buy |
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|
2023
Q2 | $262K | Buy |
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|
2023
Q1 | $279K | Sell |
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|
2022
Q4 | $301K | Sell |
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|
2022
Q3 | $273K | Buy |
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|
2022
Q2 | $253K | Buy |
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|
2022
Q1 | $267K | Buy |
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|
2021
Q4 | $240K | Sell |
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|
2021
Q3 | $213K | Sell |
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|
2021
Q2 | $231K | Sell |
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|
2021
Q1 | $226K | Buy |
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|
2020
Q4 | $203K | Buy |
|