Tradition Wealth Management’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
2024 Q1	–	Sell	-1,217	Closed	-$154K	–	1049
2023 Q4	$154K	Buy	1,217 +83	+7%	+$9.62K	0.02%	368
2023 Q3	$139K	Buy	1,134 +6	+0.5%	+$852	0.02%	365
2023 Q2	$167K	Buy	1,128 +93	+9%	+$14.2K	0.02%	337
2023 Q1	$163K	Buy	+1,035	New	+$157K	0.02%	332
2022 Q4	–	Sell	-24	Closed	-$3K	–	1205
2022 Q3	$3K	Hold	24	–	–	﹤0.01%	1161
2022 Q2	$3K	Hold	24	–	–	﹤0.01%	1055
2022 Q1	$3K	Sell	24 -4	-14%	-$545	﹤0.01%	1123
2021 Q4	$4K	Sell	28 -66	-70%	-$8.42K	﹤0.01%	1103
2021 Q3	$11K	Buy	94 +70	+292%	+$8.9K	﹤0.01%	892
2021 Q2	$3K	Buy	+24	New	+$3.19K	﹤0.01%	1148
2021 Q1	–	Sell	-24	Closed	-$3K	–	997
2020 Q4	$3K	Buy	+24	New	+$2.79K	﹤0.01%	911