Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s Sumitomo Mitsui Financial SMFG Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio SMFG Stock Details SMFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$370K Buy
2025
Q1 		$331K Buy
2024
Q4 		$302K Sell
2024
Q3 		$265K Buy
2024
Q2 		$271K Buy
2024
Q1 		$227K Sell
2023
Q4 		$514K Sell
2023
Q3 		$616K Buy