Prestige Wealth Management Group’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
2026 Q1	$579	Hold	6	–	–	﹤0.01%	947
2025 Q4	$587	Hold	6	–	–	﹤0.01%	925
2025 Q3	$652	Hold	6	–	–	﹤0.01%	909
2025 Q2	$590	Hold	6	–	–	﹤0.01%	919
2025 Q1	$711	Hold	6	–	–	﹤0.01%	902
2024 Q4	$661	Hold	6	–	–	﹤0.01%	938
2024 Q3	$727	Hold	6	–	–	﹤0.01%	922
2024 Q2	$655	Sell	6 -24	-80%	-$2.72K	﹤0.01%	898
2024 Q1	$3.78K	Sell	30 -41	-58%	-$5.19K	﹤0.01%	631
2023 Q4	$8.97K	Sell	71 -16	-18%	-$1.85K	﹤0.01%	468
2023 Q3	$10.7K	Buy	87 +4	+5%	+$568	﹤0.01%	433
2023 Q2	$12.3K	Buy	83 +12	+17%	+$1.83K	﹤0.01%	429
2023 Q1	$11.2K	Sell	71 -37	-34%	-$5.62K	﹤0.01%	418
2022 Q4	$17.1K	Sell	108 -1,401	-93%	-$209K	﹤0.01%	377
2022 Q3	$207K	Buy	1,509 +116	+8%	+$15.8K	0.06%	134
2022 Q2	$178K	Buy	1,393 +1,321	+1,835%	+$176K	0.05%	141
2022 Q1	$9K	Sell	72 -1	-1%	-$136	﹤0.01%	492
2021 Q4	$10K	Sell	73 -1	-1%	-$128	﹤0.01%	489
2021 Q3	$9K	Buy	74 +2	+3%	+$254	﹤0.01%	511
2021 Q2	$9K	Sell	72 -1	-1%	-$133	﹤0.01%	501
2021 Q1	$9K	Buy	73 +26	+55%	+$3.07K	﹤0.01%	499
2020 Q4	$5K	Sell	47 -333	-88%	-$38.7K	﹤0.01%	594
2020 Q3	$44K	Buy	380 +142	+60%	+$15.8K	0.01%	265
2020 Q2	$25K	Buy	238 +62	+35%	+$6.97K	0.01%	300
2020 Q1	$20K	Buy	+176	New	+$18.8K	0.01%	280
2019 Q4	–	Sell	-18	Closed	-$2K	–	656
2019 Q3	$2K	Buy	+18	New	+$2.01K	﹤0.01%	505
2019 Q1	–	Sell	-14	Closed	-$1K	–	1019
2018 Q4	$1K	Buy	+14	New	+$1.46K	﹤0.01%	1114