Mendel Money Management’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 | $466K | Sell |
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|
2025
Q2 | $422K | Buy |
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|
2025
Q1 | $500K | Buy |
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|
2024
Q4 | $433K | Buy |
|
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|
2024
Q3 | $462K | Buy |
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|
2024
Q2 | $413K | Buy |
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|
2024
Q1 | $473K | Buy |
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|
2023
Q4 | $425K | Buy |
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|
2023
Q3 | $305K | Hold |
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|
2023
Q2 | $366K | Buy |
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|
2023
Q1 | $382K | Hold |
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|
2022
Q4 | $385K | Hold |
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|
2022
Q3 | $334K | Buy |
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|
2022
Q2 | $307K | Hold |
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|
2022
Q1 | $325K | Buy |
|