Sound View Wealth Advisors 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
Q2 | $350K | Sell |
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|
2025
Q1 | $465K | Sell |
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|
2024
Q4 | $492K | Buy |
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|
2024
Q3 | $535K | Sell |
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|
2024
Q2 | $488K | Sell |
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|
2024
Q1 | $673K | Buy |
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|
2023
Q4 | $667K | Buy |
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|
2023
Q3 | $639K | Buy |
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|
2023
Q2 | $749K | Buy |
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|
2023
Q1 | $742K | Sell |
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|
2022
Q4 | $667K | Buy |
|