Philip James Wealth Mangement’s J.M. Smucker SJM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.82M	Buy	28,718 +19,797	+222%	+$1.94M	0.36%	57
2025 Q1	$1.06M	Buy	8,921 +731	+9%	+$86.6K	0.13%	81
2024 Q4	$902K	Buy	8,190 +6,154	+302%	+$678K	0.12%	81
2024 Q3	$247K	Buy	+2,036	New	+$247K	0.03%	145