Concord Wealth Partners J M Smucker CO Transaction History

Concord Wealth Partners

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Jan 27, 2023	BUY	$137.59 - $159.85 $15,134 - $17,583	110 New	110 $17,000
Q2 2022 Aug 04, 2022	SELL	$122.22 - $145.01 $14,788 - $17,546	-121 Reduced 39.41%	186 $24,000
Q1 2022 Apr 20, 2022	BUY	$126.32 - $145.35 $8,337 - $9,593	66 Added 27.39%	307 $42,000
Q4 2021 Jan 21, 2022	BUY	$119.69 - $138.91 $28,486 - $33,060	238 Added 7933.33%	241 $33,000
Q3 2021 Nov 09, 2021	SELL	$119.11 - $135.61 $14,293 - $16,273	-120 Reduced 97.56%	3 $0
Q2 2021 Jul 29, 2021	SELL	$126.25 - $139.82 $126 - $139	-1 Reduced 0.81%	123 $16,000
Q1 2021 May 13, 2021	BUY	$111.23 - $131.05 $13,792 - $16,250	124 New	124 $16,000

931

84M

1.22M

856K

Ticker SJM
Exchange NYSE
Sector Consumer Defensive
Industry Packaged Foods
Shares Outstandng 106,557,000
Market Cap $12.9B
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...

Get notified when there are updates to the investment portfolio of Concord Wealth Partners, based on Form 13F filings with the SEC.

Stay updated on Concord Wealth Partners with notifications on news.