Strategic Wealth Partners’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
$11.1K Hold
2025
Q2
$10K Buy
2019
Q4
Sell
2019
Q3
$4 Sell
2019
Q2
$10K Buy
2019
Q1
$5K Hold
2018
Q4
$4K Hold
2018
Q3
$4K Hold
2018
Q2
$4K Hold
2018
Q1
$5K Hold
2017
Q4
$5K Buy