Valeo Financial Advisors’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 | $230K | Sell |
|
|||||
|
2025
Q2 | $345K | Buy |
|
|||||
|
2025
Q1 | $239K | Buy |
|
|||||
|
2024
Q1 | – | Sell |
|
|||||
|
2023
Q4 | $225K | Buy |
|
|||||
|
2023
Q2 | – | Sell |
|
|||||
|
2023
Q1 | $213K | Buy |
|
|||||
|
2021
Q2 | – | Sell |
|
|||||
|
2021
Q1 | $128K | Sell |
|
|||||
|
2020
Q4 | $281K | Buy |
|
|||||
|
2020
Q3 | $199K | Buy |
|
|||||
|
2020
Q2 | $21K | Sell |
|
|||||
|
2020
Q1 | $56K | Sell |
|
|||||
|
2019
Q4 | $51K | Hold |
|
|||||
|
2019
Q3 | $54K | Buy |
|
|||||
|
2019
Q2 | $22K | Sell |
|
|||||
|
2019
Q1 | $81K | Sell |
|
|||||
|
2018
Q4 | $162K | Sell |
|
|||||
|
2018
Q3 | $344K | Sell |
|
|||||
|
2018
Q2 | $389K | Sell |
|
|||||
|
2018
Q1 | $587K | Buy |
|
|||||
|
2017
Q4 | $479K | Buy |
|
|||||
|
2017
Q3 | $372K | Buy |
|