Soltis 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 Q2	–	Sell	-1,695	Closed	-$201K	–	408
2025 Q1	$201K	Buy	+1,695	New	+$183K	0.02%	353
2024 Q4	–	Sell	-1,671	Closed	-$202K	–	390
2024 Q3	$202K	Buy	+1,671	New	+$197K	0.02%	347
2024 Q2	–	Sell	-1,654	Closed	-$208K	–	345
2024 Q1	$208K	Hold	1,654	–	–	0.02%	283
2023 Q4	$209K	Sell	1,654 -9	-0.5%	-$1.04K	0.02%	274
2023 Q3	$204K	Hold	1,663	–	–	0.03%	253
2023 Q2	$246K	Sell	1,663 -405	-20%	-$61.8K	0.03%	232
2023 Q1	$325K	Sell	2,068 -1	-0%	-$152	0.04%	206
2022 Q4	$328K	Hold	2,069	–	–	0.04%	196
2022 Q3	$284K	Hold	2,069	–	–	0.04%	195
2022 Q2	$265K	Sell	2,069 -99	-5%	-$13.2K	0.04%	201
2022 Q1	$294K	Buy	2,168 +2	+0.1%	+$273	0.04%	203
2021 Q4	$294K	Sell	2,166 -4,846	-69%	-$618K	0.04%	210
2021 Q3	$842K	Buy	+7,012	New	+$891K	0.13%	127