Wealthspire Advisors (New York)’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 | $276K | Sell |
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|
2025
Q2 | $295K | Sell |
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|
2025
Q1 | $414K | Sell |
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|
2024
Q4 | $505K | Sell |
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|
2024
Q3 | $661K | Sell |
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|
2024
Q2 | $618K | Sell |
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|
2024
Q1 | $838K | Sell |
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|
2023
Q4 | $893K | Buy |
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|
2023
Q3 | $856K | Buy |
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|
2023
Q2 | $228K | Buy |
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|
2023
Q1 | $240K | Sell |
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|
2022
Q4 | $276K | Buy |
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|
2022
Q3 | $214K | Buy |
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|
2022
Q2 | $200K | Sell |
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|
2022
Q1 | $219K | Sell |
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|
2021
Q4 | $240K | Buy |
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|
2021
Q3 | $200K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $279K | Buy |
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|
2020
Q4 | $241K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $278K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $13K | Buy |
|