Vise Technologies’s SM Energy SM Stock Holding History

Vise Technologies’s Portfolio SM Stock Details SM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$218K	Buy
2025 Q2	$213K	Buy
2024 Q2	–	Sell
2024 Q1	$236K	Buy
2023 Q4	–	Sell
2023 Q3	$238K	Buy