A detailed history of Kestra Private Wealth Services, LLC transactions in J M Smucker CO stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 2,759 shares of SJM stock, worth $303,186. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,759
Previous 3,485 20.83%
Holding current value
$303,186
Previous $440,000 21.14%
% of portfolio
0.01%
Previous 0.01%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 02, 2024

SELL
$117.54 - $133.74 $85,334 - $97,095
-726 Reduced 20.83%
2,759 $347,000
Q4 2023

Feb 05, 2024

BUY
$108.2 - $126.74 $541 - $633
5 Added 0.14%
3,485 $440,000
Q3 2023

Nov 07, 2023

BUY
$122.91 - $153.13 $23,352 - $29,094
190 Added 5.78%
3,480 $427,000
Q2 2023

Aug 08, 2023

BUY
$144.9 - $158.71 $8,549 - $9,363
59 Added 1.83%
3,290 $485,000
Q1 2023

May 12, 2023

BUY
$145.25 - $162.58 $14,960 - $16,745
103 Added 3.29%
3,231 $508,000
Q4 2022

Jan 31, 2023

BUY
$137.59 - $159.85 $109,796 - $127,560
798 Added 34.25%
3,128 $495,000
Q3 2022

Nov 14, 2022

BUY
$128.74 - $144.13 $27,807 - $31,132
216 Added 10.22%
2,330 $320,000
Q2 2022

Aug 12, 2022

BUY
$122.22 - $145.01 $15,644 - $18,561
128 Added 6.45%
2,114 $271,000
Q1 2022

May 26, 2022

BUY
$126.32 - $145.35 $250,871 - $288,665
1,986 New
1,986 $268,000

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 $11.7B
  • 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 Kestra Private Wealth Services, LLC Portfolio

Follow Kestra Private Wealth Services, 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 Kestra Private Wealth Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kestra Private Wealth Services, LLC with notifications on news.