A detailed history of Cassady Schiller Wealth Management, LLC transactions in J M Smucker CO stock. As of the latest transaction made, Cassady Schiller Wealth Management, LLC holds 159 shares of SJM stock, worth $17,000. This represents 0.01% of its overall portfolio holdings.

Number of Shares
159
Previous 90 76.67%
Holding current value
$17,000
Previous $9,000 111.11%
% of portfolio
0.01%
Previous 0.0%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 06, 2024

BUY
$109.12 - $122.4 $7,529 - $8,445
69 Added 76.67%
159 $19,000
Q1 2024

May 13, 2024

SELL
$117.54 - $133.74 $49,484 - $56,304
-421 Reduced 82.39%
90 $11,000
Q4 2023

Feb 09, 2024

BUY
$108.2 - $126.74 $43,929 - $51,456
406 Added 386.67%
511 $64,000
Q3 2023

Nov 09, 2023

SELL
$122.91 - $153.13 $20,403 - $25,419
-166 Reduced 61.25%
105 $12,000
Q2 2023

Aug 10, 2023

BUY
$144.9 - $158.71 $19,271 - $21,108
133 Added 96.38%
271 $40,000
Q1 2023

May 12, 2023

SELL
$145.25 - $162.58 $4,502 - $5,039
-31 Reduced 18.34%
138 $21,000
Q4 2022

May 16, 2023

BUY
$137.59 - $159.85 $2,751 - $3,197
20 Added 14.49%
158 $25,000
Q4 2022

Feb 13, 2023

BUY
$137.59 - $159.85 $23,252 - $27,014
169 New
169 $26,000
Q1 2022

May 12, 2022

SELL
$126.32 - $145.35 $15,284 - $17,587
-121 Closed
0 $0
Q4 2021

Feb 09, 2022

BUY
$119.69 - $138.91 $14,482 - $16,808
121 New
121 $16,000

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 $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...
More about SJM
Track This Portfolio

Track Cassady Schiller Wealth Management, LLC Portfolio

Follow Cassady Schiller Wealth Management, 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 Cassady Schiller Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cassady Schiller Wealth Management, LLC with notifications on news.