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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-474	Closed	-$52.2K	–	1601
2024 Q4	$52.2K	Buy	474 +231	+95%	+$25.4K	﹤0.01%	1005
2024 Q3	$29.4K	Buy	243 +226	+1,329%	+$27.4K	﹤0.01%	916
2024 Q2	$1.86K	Sell	17 -260	-94%	-$28.4K	﹤0.01%	1376
2024 Q1	$34.9K	Buy	+277	New	+$34.9K	﹤0.01%	587