MinichMacGregor Wealth 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
2023 Q1	–	Sell	-3	Closed	-$475	–	553
2022 Q4	$475	Buy	+3	New	+$447	﹤0.01%	670
2018 Q4	–	Sell	-147	Closed	-$15K	–	453
2018 Q3	$15K	Buy	147 +25	+20%	+$2.73K	0.01%	261
2018 Q2	$12K	Hold	122	–	–	0.01%	284
2018 Q1	$15K	Hold	122	–	–	0.01%	245
2017 Q4	$15K	Hold	122	–	–	0.01%	246
2017 Q3	$12K	Hold	122	–	–	0.01%	256
2017 Q2	$14K	Sell	122 -58	-32%	-$7.33K	0.01%	235
2017 Q1	$23K	Hold	180	–	–	0.02%	165
2016 Q4	$23K	Hold	180	–	–	0.02%	164
2016 Q3	$24K	Hold	180	–	–	0.02%	169
2016 Q2	$27K	Hold	180	–	–	0.03%	156
2016 Q1	$23K	Buy	180 +71	+65%	+$8.95K	0.02%	162
2015 Q4	$12K	Buy	+109	New	+$13K	0.01%	215