SWA
SOA Wealth Advisors’s J.M. Smucker SJM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $111 | Hold |
1
| – | – | ﹤0.01% | 834 |
|
|
2025
Q1 | $133 | Hold |
1
| – | – | ﹤0.01% | 837 |
|
|
2024
Q4 | $122 | Hold |
1
| – | – | ﹤0.01% | 837 |
|
|
2024
Q3 | $133 | Hold |
1
| – | – | ﹤0.01% | 799 |
|
|
2024
Q2 | $119 | Hold |
1
| – | – | ﹤0.01% | 815 |
|
|
2024
Q1 | $136 | Hold |
1
| – | – | ﹤0.01% | 861 |
|
|
2023
Q4 | $135 | Hold |
1
| – | – | ﹤0.01% | 864 |
|
|
2023
Q3 | $130 | Hold |
1
| – | – | ﹤0.01% | 895 |
|
|
2023
Q2 | $155 | Hold |
1
| – | – | ﹤0.01% | 889 |
|
|
2023
Q1 | $165 | Hold |
1
| – | – | ﹤0.01% | 915 |
|
|
2022
Q4 | $165 | Hold |
1
| – | – | ﹤0.01% | 915 |
|
|
2022
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 980 |
|
|
2022
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 1009 |
|
|
2022
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 999 |
|
|
2021
Q4 | $0 | Hold |
1
| – | – | ﹤0.01% | 975 |
|
|
2021
Q3 | $0 | Buy |
+1
| New | – | ﹤0.01% | 985 |
|
|
2021
Q2 | – | Sell |
-1
| Closed | – | – | 962 |
|
|
2021
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 916 |
|
|
2020
Q4 | $0 | Buy |
+1
| New | – | ﹤0.01% | 881 |
|