Werba Rubin Papier Wealth Management’s Sumitomo Mitsui Financial SMFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $273K | Buy |
18,070
+864
| +5% | +$13.1K | 0.05% | 168 |
|
|
2025
Q1 | $266K | Sell |
17,206
-2,340
| -12% | -$36.2K | 0.06% | 145 |
|
|
2024
Q4 | $283K | Sell |
19,546
-1,520
| -7% | -$22K | 0.07% | 141 |
|
|
2024
Q3 | $266K | Buy |
21,066
+1,001
| +5% | +$12.6K | 0.06% | 138 |
|
|
2024
Q2 | $269K | Sell |
20,065
-976
| -5% | -$13.1K | 0.07% | 126 |
|
|
2024
Q1 | $248K | Buy |
21,041
+653
| +3% | +$7.69K | 0.07% | 122 |
|
|
2023
Q4 | $197K | Sell |
20,388
-1,929
| -9% | -$18.7K | 0.07% | 111 |
|
|
2023
Q3 | $220K | Buy |
22,317
+2,548
| +13% | +$25.1K | 0.08% | 106 |
|
|
2023
Q2 | $170K | Buy |
19,769
+280
| +1% | +$2.41K | 0.06% | 115 |
|
|
2023
Q1 | $156K | Sell |
19,489
-1,011
| -5% | -$8.09K | 0.06% | 104 |
|
|
2022
Q4 | $164K | Buy |
+20,500
| New | +$164K | 0.07% | 97 |
|