Welch Group’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 | – | Sell |
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|
2025
Q2 | $248K | Buy |
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|
2025
Q1 | $294K | Sell |
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|
2024
Q4 | $294K | Buy |
|
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|
2024
Q3 | $324K | Sell |
|
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|
2024
Q2 | $771K | Buy |
|
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|
2024
Q1 | $337K | Sell |
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|
2023
Q4 | $481K | Buy |
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|
2023
Q3 | $345K | Hold |
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|
2023
Q2 | $414K | Hold |
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|
2023
Q1 | $441K | Buy |
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|
2022
Q4 | $444K | Buy |
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|
2022
Q3 | $385K | Buy |
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|
2022
Q2 | $358K | Buy |
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|
2022
Q1 | $379K | Buy |
|
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|
2021
Q4 | $380K | Buy |
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|
2021
Q3 | $336K | Buy |
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|
2021
Q2 | $362K | Buy |
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|
2021
Q1 | $334K | Buy |
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