SageView Advisory 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
2025
Q2
$721K Buy
2025
Q1
$780K Sell
2024
Q4
$741K Buy
2024
Q3
$237K Sell
2024
Q2
$226K Buy
2024
Q1
Sell
2023
Q4
$279K Buy