PWM
Palumbo Wealth Management’s J.M. Smucker SJM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-19,210
| Closed | -$2.27M | – | 206 |
|
|
2025
Q1 | $2.27M | Buy |
19,210
+7,790
| +68% | +$922K | 0.76% | 39 |
|
|
2024
Q4 | $1.26M | Sell |
11,420
-2,675
| -19% | -$295K | 0.47% | 50 |
|
|
2024
Q3 | $1.71M | Buy |
14,095
+481
| +4% | +$58.2K | 0.66% | 46 |
|
|
2024
Q2 | $1.48M | Buy |
13,614
+2,264
| +20% | +$247K | 0.63% | 44 |
|
|
2024
Q1 | $1.43M | Buy |
11,350
+2,573
| +29% | +$324K | 0.64% | 47 |
|
|
2023
Q4 | $1.11M | Buy |
8,777
+1,014
| +13% | +$128K | 0.57% | 44 |
|
|
2023
Q3 | $954K | Buy |
7,763
+962
| +14% | +$118K | 0.52% | 45 |
|
|
2023
Q2 | $1M | Buy |
+6,801
| New | +$1M | 0.61% | 32 |
|