SS&H Financial 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
Q3
$266K Hold
2025
Q2
$241K Hold
2025
Q1
$290K Hold
2024
Q4
$270K Hold
2024
Q3
$297K Hold
2024
Q2
$267K Hold
2024
Q1
$308K Buy
2023
Q4
$284K Hold
2023
Q3
$277K Buy
2023
Q1
$504K Hold
2022
Q4
$507K Hold
2022
Q3
$440K Hold
2022
Q2
$410K Hold
2022
Q1
$433K Buy