Moneta Group Investment Advisors’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 | $274K | Buy |
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|
2025
Q2 | $213K | Buy |
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|
2025
Q1 | $252K | Buy |
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|
2024
Q4 | $225K | Sell |
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|
2024
Q3 | $259K | Buy |
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|
2024
Q2 | $231K | Sell |
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|
2024
Q1 | $273K | Sell |
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|
2023
Q4 | $326K | Sell |
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|
2023
Q3 | $369K | Buy |
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|
2023
Q2 | $348K | Sell |
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|
2023
Q1 | $375K | Buy |
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|
2022
Q4 | $351K | Sell |
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|
2022
Q3 | $339K | Buy |
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|
2022
Q2 | $305K | Buy |
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|
2022
Q1 | $308K | Sell |
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|
2021
Q4 | $315K | Sell |
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|
2021
Q3 | $285K | Buy |
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|
2021
Q2 | $307K | Sell |
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|
2021
Q1 | $300K | Buy |
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|
2020
Q4 | $241K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $193K | Buy |
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|
2019
Q1 | $194K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $306K | Buy |
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|
2018
Q1 | $236K | Buy |
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|
2017
Q4 | $197K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $10K | Buy |
|