A detailed history of Sound Financial Strategies Group, LLC transactions in J M Smucker CO stock. As of the latest transaction made, Sound Financial Strategies Group, LLC holds 4,311 shares of SJM stock, worth $491,022. This represents 0.45% of its overall portfolio holdings.

Number of Shares
4,311
Previous 4,766 9.55%
Holding current value
$491,022
Previous $599,000 21.54%
% of portfolio
0.45%
Previous 0.55%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024

SELL
$107.47 - $124.73 $48,898 - $56,752
-455 Reduced 9.55%
4,311 $470,000
Q1 2024

May 13, 2024

SELL
$117.54 - $133.74 $11,518 - $13,106
-98 Reduced 2.01%
4,766 $599,000
Q4 2023

Feb 02, 2024

SELL
$108.2 - $126.74 $77,146 - $90,365
-713 Reduced 12.78%
4,864 $614,000
Q3 2023

Nov 06, 2023

SELL
$122.91 - $153.13 $36,750 - $45,785
-299 Reduced 5.09%
5,577 $685,000
Q2 2023

Aug 07, 2023

SELL
$144.9 - $158.71 $96,938 - $106,176
-669 Reduced 10.22%
5,876 $867,000
Q1 2023

May 02, 2023

BUY
$145.25 - $162.58 $950,661 - $1.06 Million
6,545 New
6,545 $1.03 Million
Q2 2021

Jul 30, 2021

SELL
$126.25 - $139.82 $626,200 - $693,507
-4,960 Closed
0 $0
Q1 2021

May 07, 2021

SELL
$111.23 - $131.05 $12,457 - $14,677
-112 Reduced 2.21%
4,960 $628,000
Q4 2020

Jan 22, 2021

BUY
$111.24 - $120.11 $564,209 - $609,197
5,072 New
5,072 $586,000

Others Institutions Holding SJM

About J M SMUCKER Co


  • Ticker SJM
  • Exchange NYSE
  • Sector Consumer Defensive
  • Industry Packaged Foods
  • Shares Outstandng 106,557,000
  • Market Cap $12.1B
  • 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...
More about SJM
Track This Portfolio

Track Sound Financial Strategies Group, LLC Portfolio

Follow Sound Financial Strategies Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sound Financial Strategies Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sound Financial Strategies Group, LLC with notifications on news.