Kestra Private Wealth Services’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 | $3.04M | Buy |
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|
2025
Q2 | $2.65M | Buy |
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|
2025
Q1 | $3.11M | Buy |
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|
2024
Q4 | $2.83M | Buy |
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|
2024
Q3 | $2.88M | Buy |
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|
2024
Q2 | $2.51M | Buy |
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|
2024
Q1 | $347K | Sell |
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|
2023
Q4 | $440K | Buy |
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|
2023
Q3 | $428K | Buy |
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|
2023
Q2 | $486K | Buy |
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|
2023
Q1 | $508K | Buy |
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|
2022
Q4 | $496K | Buy |
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|
2022
Q3 | $320K | Buy |
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|
2022
Q2 | $271K | Buy |
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|
2022
Q1 | $269K | Buy |
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