WBI Investments’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 | – | Sell |
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|
2025
Q1 | $565K | Sell |
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|
2024
Q4 | $1.42M | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $1.68M | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $7.37M | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $2.77M | Sell |
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|
2019
Q1 | $6.9M | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $27.2M | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $8.45M | Buy |
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