Werba Rubin Papier Wealth Management’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	$216K	Sell	10,950 -100	-0.9%	-$2.1K	0.03%	257
2025 Q4	$214K	Sell	11,050 -1,620	-13%	-$28.1K	0.06%	215
2025 Q3	$212K	Sell	12,670 -5,400	-30%	-$86.5K	0.03%	229
2025 Q2	$273K	Buy	18,070 +864	+5%	+$12.4K	0.05%	168
2025 Q1	$266K	Sell	17,206 -2,340	-12%	-$35.6K	0.06%	145
2024 Q4	$283K	Sell	19,546 -1,520	-7%	-$20.9K	0.07%	141
2024 Q3	$266K	Buy	21,066 +1,001	+5%	+$13.2K	0.06%	138
2024 Q2	$269K	Sell	20,065 -976	-5%	-$11.8K	0.07%	126
2024 Q1	$248K	Buy	21,041 +653	+3%	+$7K	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%	+$23.6K	0.08%	106
2023 Q2	$170K	Buy	19,769 +280	+1%	+$2.31K	0.06%	115
2023 Q1	$156K	Sell	19,489 -1,011	-5%	-$8.56K	0.06%	104
2022 Q4	$164K	Buy	+20,500	New	+$131K	0.07%	97