DWM
Diversify Wealth Management’s Sumitomo Mitsui Financial SMFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.31M | Buy |
80,550
+12,654
| +19% | +$206K | 0.08% | 238 |
|
|
2025
Q1 | $974K | Buy |
67,896
+6,819
| +11% | +$97.8K | 0.07% | 249 |
|
|
2024
Q4 | $863K | Buy |
61,077
+9,553
| +19% | +$135K | 0.07% | 242 |
|
|
2024
Q3 | $633K | Buy |
51,524
+2,603
| +5% | +$32K | 0.06% | 267 |
|
|
2024
Q2 | $590K | Buy |
+48,921
| New | +$590K | 0.07% | 240 |
|