Mayflower Financial 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
$411K Sell
2025
Q2
$383K Sell
2025
Q1
$462K Sell
2024
Q4
$433K Sell
2024
Q3
$640K Buy
2024
Q2
$576K Sell
2024
Q1
$680K Sell
2023
Q4
$733K Buy
2023
Q3
$710K Sell
2023
Q2
$861K Hold
2023
Q1
$917K Buy
2022
Q4
$919K Hold
2022
Q3
$797K Buy
2022
Q2
$742K Buy
2022
Q1
$785K Buy
2021
Q4
$787K Buy
2021
Q3
$701K Hold
2021
Q2
$750K Buy
2021
Q1
$701K Buy
2020
Q4
$559K Buy