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Sumitomo Mitsui Financial Grp shares owned by Capital Wealth Planning

Quarter-by-quarter ownership of Sumitomo Mitsui Financial Grp (SMFG) shares owned by Capital Wealth Planning from 13F filings

Historical chart of Capital Wealth Planning investment in Sumitomo Mitsui Financial Grp

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All positions including Sumitomo Mitsui Financial Grp held by Capital Wealth Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Sumitomo Mitsui Financial Grp by Capital Wealth Planning

Quarter filed Position value Share count Share price at filing
2024-12-31 $2.2M 154k 14.49
2024-09-30 $1.4M 113k 12.63
2024-06-30 $4.3M 321k 13.41
2024-03-31 $2.8M 236k 11.77
2023-12-31 $1.1M 117k 9.68