Independent Solutions Wealth Management, LLC J M Smucker CO Transaction History

Independent Solutions Wealth Management, LLC

$442 Billion
Q3 2024

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Dec 19, 2024	SELL	$109.12 - $122.4 $248,902 - $279,194	-2,281 Closed	0 $0
Q2 2024 Dec 19, 2024	SELL	$107.47 - $124.73 $80,172 - $93,048	-746 Reduced 24.64%	2,281 $249 Million
Q1 2024 Dec 19, 2024	SELL	$117.54 - $133.74 $24,095 - $27,416	-205 Reduced 6.34%	3,027 $381 Million
Q4 2023 Dec 19, 2024	SELL	$108.2 - $126.74 $15,689 - $18,377	-145 Reduced 4.29%	3,232 $408 Million
Q3 2023 Dec 19, 2024	BUY	$122.91 - $153.13 $1,843 - $2,296	15 Added 0.45%	3,377 $415 Million
Q2 2023 Dec 19, 2024	SELL	$144.9 - $158.71 $35,935 - $39,360	-248 Reduced 6.87%	3,362 $496 Million
Q4 2022 Dec 19, 2024	SELL	$137.59 - $159.85 $10,594 - $12,308	-77 Reduced 2.09%	3,610 $572 Million
Q1 2022 Dec 19, 2024	SELL	$126.32 - $145.35 $11,116 - $12,790	-88 Reduced 2.33%	3,687 $499 Million
Q4 2021 Dec 19, 2024	BUY	$119.69 - $138.91 $1,196 - $1,389	10 Added 0.27%	3,775 $513 Million
Q3 2021 Dec 19, 2024	SELL	$119.11 - $135.61 $17,866 - $20,341	-150 Reduced 3.83%	3,765 $452 Million
Q2 2021 Dec 19, 2024	SELL	$126.25 - $139.82 $12,625 - $13,982	-100 Reduced 2.49%	3,915 $507 Million
Q1 2021 Dec 19, 2024	SELL	$111.23 - $131.05 $120,907 - $142,451	-1,087 Reduced 21.31%	4,015 $508 Million
Q3 2020 Dec 19, 2024	BUY	$103.39 - $121.73 $9,201 - $10,833	89 Added 1.78%	5,102 $589 Million
Q2 2020 Dec 19, 2024	SELL	$103.01 - $121.62 $152,866 - $180,484	-1,484 Reduced 22.84%	5,013 $530 Million
Q1 2020 Dec 19, 2024	SELL	$95.79 - $118.86 $71,746 - $89,026	-749 Reduced 10.34%	6,497 $721 Million
Q4 2019 Dec 13, 2024	BUY	$101.51 - $108.4 $735,541 - $785,466	7,246 New	7,246 $755 Million

Others Institutions Holding SJM

# of Institutions

937

Shares Held

81.4M

Call Options Held

1.05M

Put Options Held

816K

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About J M SMUCKER Co

Ticker SJM
Exchange NYSE
Sector Consumer Defensive
Industry Packaged Foods
Shares Outstandng 106,557,000
Market Cap $11.9B
Description
The J. M. Smucker Company manufactures and markets branded food and beverage products worldwide. It operates in three segments: U.S. Retail Pet Foods, U.S. Retail Coffee, and U.S. Retail Consumer Foods. The company offers mainstream roast, ground, single serve, and premium coffee; peanut butter and specialty spreads; fruit spreads, shortening an...

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