A detailed history of Bergan Kdv Wealth Management, LLC transactions in J M Smucker CO stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 19 shares of SJM stock, worth $2,284. This represents 0.0% of its overall portfolio holdings.

Number of Shares
19
Previous 21 9.52%
Holding current value
$2,284
Previous $3,000 33.33%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 24, 2023

SELL
$144.9 - $158.71 $289 - $317
-2 Reduced 9.52%
19 $2,000
Q4 2022

Jan 31, 2023

BUY
$137.59 - $159.85 $2,614 - $3,037
19 Added 950.0%
21 $3,000
Q1 2022

May 09, 2022

SELL
$126.32 - $145.35 $757 - $872
-6 Reduced 75.0%
2 $0
Q2 2020

Aug 13, 2020

BUY
$103.01 - $121.62 $515 - $608
5 Added 166.67%
8 $1,000
Q4 2019

Feb 10, 2020

BUY
$101.51 - $108.4 $304 - $325
3 New
3 $0
Q1 2019

May 09, 2019

SELL
$93.88 - $116.5 $1,032 - $1,281
-11 Closed
0 $0
Q2 2018

Jul 23, 2018

BUY
$100.8 - $125.11 $1,108 - $1,376
11 New
11 $1,000

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 $12.8B
  • 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
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