Moller Wealth Partners’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
Q2 | – | Sell |
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|
2025
Q1 | $211K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $215K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $224K | Hold |
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|
2023
Q4 | $225K | Hold |
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|
2023
Q3 | $219K | Hold |
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|
2023
Q2 | $263K | Hold |
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|
2023
Q1 | $280K | Hold |
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|
2022
Q4 | $282K | Hold |
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|
2022
Q3 | $244K | Hold |
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|
2022
Q2 | $228K | Hold |
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|
2022
Q1 | $241K | Hold |
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|
2021
Q4 | $241K | Hold |
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|
2021
Q3 | $213K | Hold |
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|
2021
Q2 | $230K | Hold |
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|
2021
Q1 | $225K | Hold |
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|
2020
Q4 | $206K | Hold |
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|
2020
Q3 | $205K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $218K | Buy |
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|
2019
Q2 | $205K | Hold |
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|
2019
Q1 | $207K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $220K | Hold |
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|
2017
Q4 | $221K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $210K | Hold |
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|
2017
Q1 | $233K | Hold |
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|
2016
Q4 | $228K | Hold |
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|
2016
Q3 | $241K | Hold |
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|
2016
Q2 | $271K | Hold |
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|
2016
Q1 | $231K | Hold |
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|
2015
Q4 | $219K | Sell |
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|
2015
Q3 | $203K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $206K | Buy |
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