Schechter Investment Advisors’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
Q1 | $206K | Sell |
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|
2024
Q4 | $229K | Sell |
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|
2024
Q3 | $601K | Buy |
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|
2024
Q2 | $521K | Sell |
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|
2024
Q1 | $719K | Buy |
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|
2023
Q4 | $514K | Sell |
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|
2023
Q3 | $500K | Sell |
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|
2023
Q2 | $606K | Sell |
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|
2023
Q1 | $648K | Sell |
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|
2022
Q4 | $728K | Sell |
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|
2022
Q3 | $652K | Sell |
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|
2022
Q2 | $621K | Sell |
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|
2022
Q1 | $862K | Sell |
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|
2021
Q4 | $869K | Buy |
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