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
2026 Q1	–	Sell	-2,165	Closed	-$212K	–	1076
2025 Q4	$212K	Sell	2,165 -375	-15%	-$38.8K	﹤0.01%	952
2025 Q3	$276K	Sell	2,540 -461	-15%	-$50.1K	﹤0.01%	698
2025 Q2	$295K	Sell	3,001 -499	-14%	-$54.9K	﹤0.01%	671
2025 Q1	$414K	Sell	3,500 -1,090	-24%	-$118K	﹤0.01%	565
2024 Q4	$505K	Sell	4,590 -868	-16%	-$99.8K	0.01%	513
2024 Q3	$661K	Sell	5,458 -213	-4%	-$25.1K	0.01%	442
2024 Q2	$618K	Sell	5,671 -987	-15%	-$112K	0.01%	389
2024 Q1	$838K	Sell	6,658 -409	-6%	-$51.8K	0.01%	339
2023 Q4	$893K	Buy	7,067 +101	+1%	+$11.7K	0.01%	331
2023 Q3	$856K	Buy	6,966 +5,420	+351%	+$770K	0.01%	303
2023 Q2	$228K	Buy	1,546 +20	+1%	+$3.05K	﹤0.01%	502
2023 Q1	$240K	Sell	1,526 -217	-12%	-$33K	﹤0.01%	476
2022 Q4	$276K	Buy	1,743 +182	+12%	+$27.1K	0.01%	472
2022 Q3	$214K	Buy	1,561 +1	+0.1%	+$136	﹤0.01%	468
2022 Q2	$200K	Sell	1,560 -60	-4%	-$8K	﹤0.01%	470
2022 Q1	$219K	Sell	1,620 -148	-8%	-$20.2K	﹤0.01%	406
2021 Q4	$240K	Buy	1,768 +98	+6%	+$12.5K	0.01%	484
2021 Q3	$200K	Buy	+1,670	New	+$212K	﹤0.01%	553
2021 Q2	–	Sell	-2,205	Closed	-$279K	–	609
2021 Q1	$279K	Buy	2,205 +120	+6%	+$14.2K	0.01%	575
2020 Q4	$241K	Buy	+2,085	New	+$242K	0.01%	507
2020 Q2	–	Sell	-2,506	Closed	-$278K	–	488
2020 Q1	$278K	Buy	+2,506	New	+$268K	0.01%	401
2019 Q1	–	Sell	-134	Closed	-$13K	–	668
2018 Q4	$13K	Buy	+134	New	+$14K	﹤0.01%	445