Sound View Wealth Advisors Group’s J.M. Smucker SJM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $350K | Sell |
3,567
-360
| -9% | -$35.3K | 0.03% | 323 |
|
|
2025
Q1 | $465K | Sell |
3,927
-542
| -12% | -$64.2K | 0.04% | 266 |
|
|
2024
Q4 | $492K | Buy |
4,469
+50
| +1% | +$5.51K | 0.04% | 265 |
|
|
2024
Q3 | $535K | Sell |
4,419
-57
| -1% | -$6.9K | 0.04% | 246 |
|
|
2024
Q2 | $488K | Sell |
4,476
-868
| -16% | -$94.6K | 0.05% | 238 |
|
|
2024
Q1 | $673K | Buy |
5,344
+63
| +1% | +$7.93K | 0.07% | 207 |
|
|
2023
Q4 | $667K | Buy |
5,281
+81
| +2% | +$10.2K | 0.07% | 206 |
|
|
2023
Q3 | $639K | Buy |
5,200
+127
| +3% | +$15.6K | 0.08% | 192 |
|
|
2023
Q2 | $749K | Buy |
5,073
+358
| +8% | +$52.9K | 0.1% | 178 |
|
|
2023
Q1 | $742K | Sell |
4,715
-566
| -11% | -$89.1K | 0.1% | 176 |
|
|
2022
Q4 | $667K | Buy |
+5,281
| New | +$667K | 0.07% | 206 |
|