Congress Wealth Management LLC J M Smucker CO Transaction History

Congress Wealth Management LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 18, 2024	SELL	$117.54 - $133.74 $43,489 - $49,483	-370 Reduced 16.99%	1,808 $227,000
Q4 2023 Feb 09, 2024	BUY	$108.2 - $126.74 $15,256 - $17,870	141 Added 6.92%	2,178 $275,000
Q3 2023 Oct 30, 2023	SELL	$122.91 - $153.13 $68,706 - $85,599	-559 Reduced 21.53%	2,037 $250,000
Q2 2023 Jul 13, 2023	BUY	$144.9 - $158.71 $1,014 - $1,110	7 Added 0.27%	2,596 $383,000
Q4 2022 Feb 02, 2023	SELL	$137.59 - $159.85 $7,017 - $8,152	-51 Reduced 1.93%	2,589 $410,000
Q2 2022 Aug 11, 2022	BUY	$122.22 - $145.01 $6,111 - $7,250	50 Added 1.93%	2,640 $337,000
Q4 2021 Feb 04, 2022	BUY	$119.69 - $138.91 $309,997 - $359,776	2,590 New	2,590 $352,000

933

84M

1.22M

856K

Ticker SJM
Exchange NYSE
Sector Consumer Defensive
Industry Packaged Foods
Shares Outstandng 106,557,000
Market Cap $12.5B
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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