Mount Yale Investment Advisors’s J.M. Smucker SJM Stock Holding History

Mount Yale Investment Advisors’s Portfolio SJM Stock Details SJM Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$321K	Buy
2025 Q3	–	Sell
2025 Q2	$27.8K	Buy
2024 Q4	–	Sell
2024 Q3	$395K	Buy
2024 Q2	$339K	Sell
2024 Q1	$397K	Buy
2018 Q4	–	Sell
2018 Q3	$416K	Sell
2018 Q2	$429K	Sell
2018 Q1	$501K	Buy