OneDigital 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 | $514K | Sell |
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|
2025
Q2 | $478K | Buy |
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|
2025
Q1 | $569K | Buy |
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|
2024
Q4 | $462K | Sell |
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|
2024
Q3 | $538K | Buy |
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|
2024
Q2 | $477K | Buy |
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|
2024
Q1 | $548K | Buy |
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|
2023
Q4 | $511K | Buy |
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|
2023
Q3 | $426K | Sell |
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|
2023
Q2 | $765K | Buy |
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|
2023
Q1 | $808K | Sell |
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|
2022
Q4 | $893K | Buy |
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|
2022
Q3 | $774K | Sell |
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|
2022
Q2 | $722K | Buy |
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|
2022
Q1 | $761K | Sell |
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|
2021
Q4 | $804K | Buy |
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|
2021
Q3 | $710K | Buy |
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|
2021
Q2 | $766K | Sell |
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|
2021
Q1 | $750K | Buy |
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|
2020
Q4 | $684K | Buy |
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|
2020
Q3 | $683K | Sell |
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|
2020
Q2 | $735K | Sell |
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|
2020
Q1 | $784K | Sell |
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|
2019
Q4 | $770K | Sell |
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|
2019
Q3 | $845K | Sell |
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|
2019
Q2 | $910K | Buy |
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|
2019
Q1 | $25K | Buy |
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|
2018
Q4 | $0 | Sell |
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|
2018
Q3 | $18K | Buy |
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|
2018
Q2 | $16K | Buy |
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|
2018
Q1 | $0 | Hold |
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|
2017
Q4 | $0 | Hold |
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|
2017
Q3 | $0 | Hold |
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|
2017
Q2 | $0 | Buy |
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