Merit Financial 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 | $672K | Buy |
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|
2025
Q2 | $308K | Buy |
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|
2025
Q1 | $203K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $206K | Sell |
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|
2023
Q1 | $238K | Sell |
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|
2022
Q4 | $256K | Buy |
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|
2022
Q3 | $219K | Sell |
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|
2022
Q2 | $307K | Buy |
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|
2022
Q1 | $213K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $302K | Buy |
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