MWM

Moran Wealth Management’s J.M. Smucker SJM Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-4,632	Closed	-$569K	–	451
2023 Q3	$569K	Buy	4,632 +190	+4%	+$23.4K	0.02%	304
2023 Q2	$656K	Buy	4,442 +774	+21%	+$114K	0.02%	292
2023 Q1	$577K	Buy	+3,668	New	+$577K	0.02%	291