Visionary Wealth 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
Q2 | $350K | Sell |
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|
2025
Q1 | $7.7M | Buy |
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|
2024
Q4 | $6.68M | Buy |
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|
2024
Q3 | $7.24M | Buy |
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|
2024
Q2 | $5.85M | Buy |
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|
2024
Q1 | $6.38M | Buy |
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|
2023
Q4 | $5.59M | Buy |
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|
2023
Q3 | $5.22M | Sell |
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|
2023
Q2 | $6.32M | Buy |
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|
2023
Q1 | $6.69M | Buy |
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|
2022
Q4 | $6.67M | Buy |
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|
2022
Q3 | $5.54M | Buy |
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|
2022
Q2 | $4.82M | Buy |
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|
2022
Q1 | $4.59M | Buy |
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|
2021
Q4 | $4.13M | Buy |
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|
2021
Q3 | $3.35M | Buy |
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|
2021
Q2 | $3.62M | Buy |
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|
2021
Q1 | $3.46M | Buy |
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|
2020
Q4 | $3.08M | Buy |
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|
2020
Q3 | $2.95M | Buy |
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|
2020
Q2 | $2.54M | Buy |
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|
2020
Q1 | $2.62M | Buy |
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|
2019
Q4 | $2.21M | Buy |
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