Physician Wealth Advisors’s Sumitomo Mitsui Financial SMFG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$3.93K Buy
2025
Q1
$2.09K Hold
2024
Q4
$1.96K Buy
2020
Q1
Sell
2019
Q4
$79K Buy