Joseph Group Capital 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
2025 Q4	–	Sell	-217	Closed	-$23.6K	–	279
2025 Q3	$23.6K	Sell	217 -228	-51%	-$24.8K	0.01%	86
2025 Q2	$43.7K	Hold	445	–	–	0.01%	75
2025 Q1	$52.7K	Sell	445 -23,284	-98%	-$2.51M	0.02%	70
2024 Q4	$2.61M	Buy	23,729 +2,963	+14%	+$341K	1.03%	33
2024 Q3	$2.51M	Buy	20,766 +3,622	+21%	+$427K	0.96%	35
2024 Q2	$1.87M	Buy	17,144 +1,928	+13%	+$218K	0.97%	36
2024 Q1	$1.92M	Buy	15,216 +3,466	+29%	+$439K	0.96%	32
2023 Q4	$1.48M	Buy	11,750 +2,139	+22%	+$248K	0.86%	33
2023 Q3	$1.18M	Buy	9,611 +1,739	+22%	+$247K	0.85%	39
2023 Q2	$1.16M	Buy	7,872 +546	+7%	+$83.3K	0.98%	38
2023 Q1	$1.15M	Buy	7,326 +626	+9%	+$95.1K	1.01%	32
2022 Q4	$1.06M	Sell	6,700 -107	-2%	-$15.9K	1.01%	33
2022 Q3	$935K	Sell	6,807 -649	-9%	-$88.4K	1.02%	35
2022 Q2	$954K	Buy	7,456 +335	+5%	+$44.7K	0.96%	35
2022 Q1	$964K	Buy	7,121 +302	+4%	+$41.2K	0.97%	35
2021 Q4	$926K	Buy	+6,819	New	+$870K	0.89%	37