Semanteon Capital Management’s J.M. Smucker SJM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-3,124	Closed	-$370K	–	254
2025 Q1	$370K	Sell	3,124 -2,700	-46%	-$320K	0.2%	182
2024 Q4	$641K	Buy	+5,824	New	+$641K	0.34%	134
2024 Q3	–	Sell	-3,983	Closed	-$434K	–	292
2024 Q2	$434K	Buy	+3,983	New	+$434K	0.31%	128