MWP

Moller Wealth Partners’s J.M. Smucker SJM Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-1,778	Closed	-$211K	–	73
2025 Q1	$211K	Buy	+1,778	New	+$211K	0.05%	66
2024 Q4	–	Sell	-1,778	Closed	-$215K	–	67
2024 Q3	$215K	Buy	+1,778	New	+$215K	0.05%	64
2024 Q2	–	Sell	-1,778	Closed	-$224K	–	66
2024 Q1	$224K	Hold	1,778	–	–	0.06%	51
2023 Q4	$225K	Hold	1,778	–	–	0.06%	49
2023 Q3	$219K	Hold	1,778	–	–	0.07%	46
2023 Q2	$263K	Hold	1,778	–	–	0.08%	42
2023 Q1	$280K	Hold	1,778	–	–	0.09%	40
2022 Q4	$282K	Hold	1,778	–	–	0.09%	42
2022 Q3	$244K	Hold	1,778	–	–	0.09%	40
2022 Q2	$228K	Hold	1,778	–	–	0.08%	45
2022 Q1	$241K	Hold	1,778	–	–	0.07%	46
2021 Q4	$241K	Hold	1,778	–	–	0.08%	44
2021 Q3	$213K	Hold	1,778	–	–	0.07%	46
2021 Q2	$230K	Hold	1,778	–	–	0.08%	45
2021 Q1	$225K	Hold	1,778	–	–	0.08%	46
2020 Q4	$206K	Hold	1,778	–	–	0.09%	50
2020 Q3	$205K	Buy	+1,778	New	+$205K	0.09%	39
2019 Q4	–	Sell	-1,978	Closed	-$218K	–	49
2019 Q3	$218K	Buy	1,978 +200	+11%	+$22K	0.11%	47
2019 Q2	$205K	Hold	1,778	–	–	0.11%	50
2019 Q1	$207K	Buy	+1,778	New	+$207K	0.09%	52
2018 Q2	–	Sell	-1,778	Closed	-$220K	–	42
2018 Q1	$220K	Hold	1,778	–	–	0.1%	40
2017 Q4	$221K	Buy	+1,778	New	+$221K	0.08%	46
2017 Q3	–	Sell	-1,778	Closed	-$210K	–	48
2017 Q2	$210K	Hold	1,778	–	–	0.09%	46
2017 Q1	$233K	Hold	1,778	–	–	0.1%	42
2016 Q4	$228K	Hold	1,778	–	–	0.11%	40
2016 Q3	$241K	Hold	1,778	–	–	0.11%	42
2016 Q2	$271K	Hold	1,778	–	–	0.13%	37
2016 Q1	$231K	Hold	1,778	–	–	0.14%	36
2015 Q4	$219K	Sell	1,778 -3	-0.2%	-$370	0.12%	40
2015 Q3	$203K	Buy	+1,781	New	+$203K	0.19%	35
2015 Q2	–	Sell	-1,781	Closed	-$206K	–	45
2015 Q1	$206K	Buy	+1,781	New	+$206K	0.1%	43