TSWM

Triangle Securities Wealth Management’s J.M. Smucker SJM Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$256K	Buy	2,612 +610	+30%	+$59.9K	0.06%	191
2025 Q1	$237K	Buy	+2,002	New	+$237K	0.06%	190
2013 Q3	–	Sell	-438	Closed	-$45K	–	333
2013 Q2	$45K	Buy	+438	New	+$45K	0.03%	272