SAG
SageView Advisory Group’s J.M. Smucker SJM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $721K | Buy |
6,634
+51
| +0.8% | +$5.54K | 0.03% | 295 |
|
|
2025
Q1 | $780K | Sell |
6,583
-149
| -2% | -$17.6K | 0.03% | 262 |
|
|
2024
Q4 | $741K | Buy |
6,732
+4,777
| +244% | +$526K | 0.03% | 265 |
|
|
2024
Q3 | $237K | Sell |
1,955
-122
| -6% | -$14.8K | 0.01% | 456 |
|
|
2024
Q2 | $226K | Buy |
+2,077
| New | +$226K | 0.01% | 508 |
|
|
2024
Q1 | – | Sell |
-2,097
| Closed | -$279K | – | 790 |
|
|
2023
Q4 | $279K | Buy |
+2,097
| New | +$279K | 0.01% | 533 |
|