Lido 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
Q3 | $298K | Buy |
|
|||||
|
2025
Q2 | $247K | Sell |
|
|||||
|
2025
Q1 | $1.08M | Buy |
|
|||||
|
2024
Q4 | $868K | Buy |
|
|||||
|
2024
Q3 | $950K | Buy |
|
|||||
|
2024
Q2 | $759K | Sell |
|
|||||
|
2024
Q1 | $1.52M | Buy |
|
|||||
|
2023
Q4 | – | Sell |
|
|||||
|
2023
Q3 | $294K | Sell |
|
|||||
|
2023
Q2 | $1.77M | Sell |
|
|||||
|
2023
Q1 | $3.01M | Buy |
|
|||||
|
2022
Q4 | $278K | Sell |
|
|||||
|
2022
Q3 | $267K | Sell |
|
|||||
|
2022
Q2 | $1.3M | Sell |
|
|||||
|
2022
Q1 | $1.6M | Buy |
|
|||||
|
2021
Q4 | $1.28M | Buy |
|
|||||
|
2021
Q3 | $1.04M | Sell |
|
|||||
|
2021
Q2 | $1.13M | Sell |
|
|||||
|
2021
Q1 | $1.15M | Buy |
|
|||||
|
2020
Q4 | $845K | Buy |
|