Meeder Advisory Services’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 Q4	–	Sell	-1,843	Closed	-$200K	–	690
2025 Q3	$200K	Sell	1,843 -946	-34%	-$103K	0.01%	603
2025 Q2	$274K	Sell	2,789 -294	-10%	-$32.3K	0.01%	500
2025 Q1	$365K	Sell	3,083 -438	-12%	-$47.3K	0.02%	419
2024 Q4	$388K	Sell	3,521 -366	-9%	-$42.1K	0.02%	397
2024 Q3	$471K	Buy	3,887 +233	+6%	+$27.4K	0.03%	353
2024 Q2	$398K	Buy	3,654 +1,125	+44%	+$127K	0.03%	359
2024 Q1	$318K	Buy	2,529 +272	+12%	+$34.4K	0.03%	343
2023 Q4	$285K	Buy	2,257 +412	+22%	+$47.7K	0.03%	346
2023 Q3	$227K	Buy	1,845 +468	+34%	+$66.5K	0.03%	369
2023 Q2	$203K	Sell	1,377 -14	-1%	-$2.13K	0.02%	417
2023 Q1	$219K	Buy	+1,391	New	+$211K	0.03%	400