Simon Quick 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
Q2
Sell
2025
Q1
$240K Buy
2020
Q4
Sell
2020
Q3
$25K Sell
2020
Q2
$75K Hold
2020
Q1
$79K Buy
2019
Q4
$5K Buy
2019
Q3
Sell
2019
Q2
$3.11K Buy