TCPG

Trivant Custom Portfolio Group’s J.M. Smucker SJM Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-475	Closed	-$56.2K	–	189
2025 Q1	$56.2K	Hold	475	–	–	0.03%	93
2024 Q4	$52.3K	Buy	475 +125	+36%	+$13.8K	0.03%	82
2024 Q3	$42.4K	Buy	+350	New	+$42.4K	0.02%	88