Valley Brook Capital Group’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 Q4	–	Sell	-1,834	Closed	-$222K	–	118
2024 Q3	$222K	Sell	1,834 -650	-26%	-$76.6K	0.16%	110
2024 Q2	$271K	Sell	2,484 -100	-4%	-$11.3K	0.21%	98
2024 Q1	$325K	Sell	2,584 -200	-7%	-$25.3K	0.26%	87
2023 Q4	$352K	Hold	2,784	–	–	0.31%	81
2023 Q3	$342K	Hold	2,784	–	–	0.34%	74
2023 Q2	$411K	Sell	2,784 -50	-2%	-$7.63K	0.38%	68
2023 Q1	$446K	Hold	2,834	–	–	0.41%	63
2022 Q4	$449K	Hold	2,834	–	–	0.43%	64
2022 Q3	$389K	Hold	2,834	–	–	0.42%	63
2022 Q2	$362K	Hold	2,834	–	–	0.37%	72
2022 Q1	$383K	Buy	2,834 +200	+8%	+$27.3K	0.33%	75
2021 Q4	$357K	Hold	2,634	–	–	0.31%	81
2021 Q3	$316K	Sell	2,634 -200	-7%	-$25.4K	0.31%	80
2021 Q2	$367K	Hold	2,834	–	–	0.35%	76
2021 Q1	$358K	Sell	2,834 -167	-6%	-$19.7K	0.32%	69
2020 Q4	$346K	Buy	+3,001	New	+$349K	0.34%	67