RWM
Revisor 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 | $544K | Buy |
5,190
+890
| +21% | +$93.3K | 0.2% | 118 |
|
|
2025
Q1 | $509K | Buy |
+4,300
| New | +$509K | 0.23% | 99 |
|
|
2024
Q4 | – | Sell |
-2,294
| Closed | -$278K | – | 169 |
|
|
2024
Q3 | $278K | Sell |
2,294
-23
| -1% | -$2.79K | 0.17% | 136 |
|
|
2024
Q2 | $253K | Sell |
2,317
-1,331
| -36% | -$145K | 0.18% | 136 |
|
|
2024
Q1 | $460K | Buy |
+3,648
| New | +$460K | 0.21% | 121 |
|
|
2023
Q4 | – | Sell |
-1,920
| Closed | -$236K | – | 166 |
|
|
2023
Q3 | $236K | Buy |
+1,920
| New | +$236K | 0.2% | 133 |
|