Moisand Fitzgerald Tamayo’s J.M. Smucker SJM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$13.4K	Hold	136	–	–	﹤0.01%	318
2025 Q1	$16.1K	Hold	136	–	–	﹤0.01%	289
2024 Q4	$15K	Hold	136	–	–	﹤0.01%	291
2024 Q3	$16.5K	Buy	136 +3	+2%	+$363	﹤0.01%	297
2024 Q2	$14.5K	Hold	133	–	–	﹤0.01%	275
2024 Q1	$16.7K	Hold	133	–	–	﹤0.01%	267
2023 Q4	$16.8K	Sell	133 -156	-54%	-$19.7K	﹤0.01%	274
2023 Q3	$35.5K	Hold	289	–	–	0.01%	206
2023 Q2	$42.7K	Hold	289	–	–	0.01%	189
2023 Q1	$45.5K	Hold	289	–	–	0.01%	189
2022 Q4	$45.8K	Buy	289 +18	+7%	+$2.85K	0.01%	179
2022 Q3	$37K	Buy	271 +17	+7%	+$2.32K	0.01%	181
2022 Q2	$33K	Buy	+254	New	+$33K	0.01%	188
2022 Q1	–	Sell	-254	Closed	-$34K	–	642
2021 Q4	$34K	Hold	254	–	–	0.01%	171
2021 Q3	$30K	Hold	254	–	–	0.01%	173
2021 Q2	$33K	Hold	254	–	–	0.01%	174
2021 Q1	$32K	Hold	254	–	–	0.01%	149
2020 Q4	$29K	Hold	254	–	–	0.01%	151
2020 Q3	$29K	Hold	254	–	–	0.02%	144
2020 Q2	$27K	Hold	254	–	–	0.01%	137
2020 Q1	$28K	Hold	254	–	–	0.02%	135
2019 Q4	$26K	Hold	254	–	–	0.01%	150
2019 Q3	$28K	Hold	254	–	–	0.02%	146
2019 Q2	$29K	Hold	254	–	–	0.02%	138
2019 Q1	$30K	Hold	254	–	–	0.02%	144
2018 Q4	$24K	Hold	254	–	–	0.02%	147
2018 Q3	$26K	Hold	254	–	–	0.01%	154
2018 Q2	$27K	Hold	254	–	–	0.02%	145
2018 Q1	$31K	Hold	254	–	–	0.02%	143
2017 Q4	$32K	Hold	254	–	–	0.02%	125
2017 Q3	$27K	Buy	+254	New	+$27K	0.02%	144
2016 Q2	–	Sell	-254	Closed	-$33K	–	176
2016 Q1	$33K	Hold	254	–	–	0.03%	106
2015 Q4	$31K	Buy	+254	New	+$31K	0.03%	107