Montag & Associates’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 | $4.76K | Hold |
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|
2024
Q4 | $4.39K | Buy |
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|
2024
Q3 | $4.78K | Hold |
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|
2024
Q2 | $4.27K | Hold |
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|
2024
Q1 | $4.88K | Buy |
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|
2023
Q4 | $4.86K | Sell |
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|
2023
Q3 | $116K | Sell |
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|
2023
Q2 | $238K | Hold |
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|
2023
Q1 | $254K | Sell |
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|
2022
Q4 | $313K | Sell |
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|
2022
Q3 | $322K | Hold |
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|
2022
Q2 | $300K | Sell |
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|
2022
Q1 | $393K | Buy |
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|
2021
Q4 | $135K | Buy |
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|
2021
Q3 | $87K | Hold |
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|
2021
Q2 | $94K | Hold |
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|
2021
Q1 | $92K | Hold |
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|
2020
Q4 | $84K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $459K | Buy |
|