Avantax Advisory Services, Inc. J M Smucker CO Transaction History

Avantax Advisory Services, Inc.

$14.9 Billion
Q3 2024

A detailed history of Avantax Advisory Services, Inc. transactions in J M Smucker CO stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 15,744 shares of SJM stock, worth $1.68 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

15,744

Previous 12,828 22.73%

Holding current value

$1.68 Million

Previous $1.4 Million 36.34%

% of portfolio

0.01%

Previous 0.01%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$109.12 - $122.4 $318,193 - $356,918	2,916 Added 22.73%	15,744 $1.91 Million
Q2 2024 Aug 09, 2024	BUY	$107.47 - $124.73 $788,722 - $915,393	7,339 Added 133.7%	12,828 $1.4 Million
Q1 2024 May 08, 2024	SELL	$117.54 - $133.74 $5,406 - $6,152	-46 Reduced 0.83%	5,489 $690,000
Q4 2023 Feb 07, 2024	BUY	$108.2 - $126.74 $84,720 - $99,237	783 Added 16.48%	5,535 $699,000
Q3 2023 Nov 07, 2023	SELL	$122.91 - $153.13 $136,184 - $169,668	-1,108 Reduced 18.91%	4,752 $584,000
Q2 2023 Aug 11, 2023	BUY	$144.9 - $158.71 $78,246 - $85,703	540 Added 10.15%	5,860 $865,000
Q1 2023 Apr 28, 2023	BUY	$145.25 - $162.58 $27,742 - $31,052	191 Added 3.72%	5,320 $837,000
Q4 2022 Feb 13, 2023	BUY	$137.59 - $159.85 $57,512 - $66,817	418 Added 8.87%	5,129 $812,000
Q3 2022 Nov 01, 2022	SELL	$128.74 - $144.13 $43,256 - $48,427	-336 Reduced 6.66%	4,711 $647,000
Q2 2022 Aug 02, 2022	BUY	$122.22 - $145.01 $36,299 - $43,067	297 Added 6.25%	5,047 $646,000
Q1 2022 Apr 27, 2022	BUY	$126.32 - $145.35 $12,126 - $13,953	96 Added 2.06%	4,750 $644,000
Q4 2021 Jan 24, 2022	BUY	$119.69 - $138.91 $17,714 - $20,558	148 Added 3.28%	4,654 $632,000
Q3 2021 Oct 21, 2021	BUY	$119.11 - $135.61 $22,392 - $25,494	188 Added 4.35%	4,506 $538,000
Q2 2021 Jul 29, 2021	BUY	$126.25 - $139.82 $206,292 - $228,465	1,634 Added 60.88%	4,318 $563,000
Q1 2021 May 13, 2021	BUY	$111.23 - $131.05 $24,025 - $28,306	216 Added 8.75%	2,684 $340,000
Q4 2020 Jan 22, 2021	SELL	$111.24 - $120.11 $137,826 - $148,816	-1,239 Reduced 33.42%	2,468 $283,000
Q3 2020 Oct 14, 2020	BUY	$103.39 - $121.73 $150,329 - $176,995	1,454 Added 64.54%	3,707 $427,000
Q2 2020 Aug 06, 2020	SELL	$103.01 - $121.62 $100,640 - $118,822	-977 Reduced 30.25%	2,253 $237,000
Q1 2020 Apr 30, 2020	BUY	$95.79 - $118.86 $40,040 - $49,683	418 Added 14.86%	3,230 $358,000
Q4 2019 Feb 14, 2020	BUY	$101.51 - $108.4 $285,446 - $304,820	2,812 New	2,812 $291,000

Others Institutions Holding SJM

# of Institutions

938

Shares Held

81.6M

Call Options Held

1.05M

Put Options Held

816K

View Full List

About J M SMUCKER Co

Ticker SJM
Exchange NYSE
Sector Consumer Defensive
Industry Packaged Foods
Shares Outstandng 106,557,000
Market Cap $11.4B
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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Avantax Advisory Services, Inc. J M Smucker CO Transaction History