Mather Group’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
$98.5K Buy
2025
Q2
Sell
2025
Q1
$180K Sell
2024
Q4
$177K Sell
2024
Q3
$216K Sell
2024
Q2
$325K Buy
2024
Q1
$301K Sell
2023
Q4
$301K Sell
2023
Q3
$363K Sell
2023
Q2
$1.12M Sell
2023
Q1
$1.34M Buy
2022
Q4
$928K Buy
2022
Q3
$713K Buy