Summit Trail Advisors’s J.M. Smucker SJM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$605K Buy
+6,158
New +$605K 0.01% 655
2024
Q4
Sell
-1,970
Closed -$239K 702
2024
Q3
$239K Buy
1,970
+94
+5% +$11.4K 0.01% 621
2024
Q2
$205K Buy
+1,876
New +$205K 0.01% 594
2018
Q1
Sell
-495
Closed -$63K 1453
2017
Q4
$63K Buy
+495
New +$63K 0.01% 761