Marshall & Sterling Wealth Advisors’s J.M. Smucker SJM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$24.6K Buy
251
+3
+1% +$294 0.02% 242
2025
Q1
$29.3K Buy
248
+2
+0.8% +$237 0.02% 220
2024
Q4
$27K Buy
+246
New +$27K 0.02% 174