Kingsview Wealth 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
Q2 | $420K | Sell |
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|
2025
Q1 | $10.1M | Buy |
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|
2024
Q4 | $8.82M | Buy |
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|
2024
Q3 | $8.87M | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $232K | Sell |
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|
2023
Q4 | $242K | Sell |
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|
2023
Q3 | $264K | Buy |
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|
2023
Q2 | $284K | Sell |
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|
2023
Q1 | $308K | Sell |
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|
2022
Q4 | $318K | Sell |
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|
2022
Q3 | $3.14M | Buy |
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|
2022
Q2 | $2.62M | Buy |
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|
2022
Q1 | $2.52M | Buy |
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|
2021
Q4 | $2.31M | Buy |
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|
2021
Q3 | $1.87M | Buy |
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|
2021
Q2 | $1.71M | Buy |
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|
2021
Q1 | $1.46M | Buy |
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|
2020
Q4 | $1.04M | Buy |
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|
2020
Q3 | $892K | Buy |
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|
2020
Q2 | $674K | Buy |
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|
2020
Q1 | $508K | Buy |
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|
2019
Q4 | $416K | Buy |
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|
2019
Q3 | $283K | Buy |
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