Sound Financial Strategies Group’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
Q3 | – | Sell |
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|
2025
Q2 | $624K | Buy |
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|
2025
Q1 | $555K | Sell |
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|
2024
Q4 | $604K | Buy |
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|
2024
Q3 | $553K | Buy |
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|
2024
Q2 | $470K | Sell |
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|
2024
Q1 | $600K | Sell |
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|
2023
Q4 | $615K | Sell |
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|
2023
Q3 | $685K | Sell |
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|
2023
Q2 | $868K | Sell |
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|
2023
Q1 | $1.03M | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $628K | Sell |
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|
2020
Q4 | $586K | Buy |
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