Money Concepts Capital’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
$417K Sell
2025
Q2
$391K Buy
2025
Q1
$426K Sell
2024
Q4
$418K Sell
2024
Q3
$473K Sell
2024
Q2
$430K Sell
2024
Q1
$498K Buy
2023
Q4
$441K Buy
2023
Q3
$389K Buy
2023
Q2
$428K Sell
2023
Q1
$488K Sell
2022
Q4
$654K Buy
2022
Q3
$427K Buy
2022
Q2
$396K Sell
2022
Q1
$487K Buy
2021
Q4
$385K Buy
2021
Q1
$376K Buy
2020
Q4
$343K Buy