Vise Technologies’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
2026 Q1	$4.03M	Hold	208,707	–	–	0.08%	206
2025 Q4	$4.03M	Buy	208,707 +51,806	+33%	+$898K	0.08%	207
2025 Q3	$2.63M	Buy	156,901 +10,811	+7%	+$173K	0.1%	199
2025 Q2	$2.21M	Buy	+146,090	New	+$2.1M	0.09%	233
2024 Q4	$1.74M	Buy	120,024 +50,650	+73%	+$696K	0.14%	151
2024 Q3	$876K	Buy	69,374 +33,188	+92%	+$438K	0.11%	184
2024 Q2	$485K	Sell	36,186 -797	-2%	-$9.65K	0.09%	230
2024 Q1	$435K	Sell	36,983 -18,334	-33%	-$197K	0.09%	224
2023 Q4	$535K	Sell	55,317 -5,578	-9%	-$54.1K	0.12%	177
2023 Q3	$600K	Sell	60,895 -12,825	-17%	-$119K	0.15%	149
2023 Q2	$634K	Buy	73,720 +1,082	+1%	+$8.94K	0.15%	153
2023 Q1	$581K	Buy	72,638 +3,880	+6%	+$32.8K	0.15%	143
2022 Q4	$551K	Sell	68,758 -8,173	-11%	-$52.1K	0.17%	133
2022 Q3	$423K	Buy	76,931 +12,397	+19%	+$74.8K	0.16%	155
2022 Q2	$381K	Buy	64,534 +30,997	+92%	+$187K	0.15%	164
2022 Q1	$210K	Buy	+33,537	New	+$239K	0.08%	230