Aaron Wealth Advisors’s Mitsubishi UFJ Financial MUFG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.37M	Buy	139,534 +32,364	+30%	+$576K	0.14%	90
2025 Q4	$1.7M	Buy	107,170 +23,832	+29%	+$368K	0.09%	151
2025 Q3	$1.33M	Sell	83,338 -16,784	-17%	-$248K	0.08%	174
2025 Q2	$1.37M	Buy	100,122 +8,996	+10%	+$116K	0.14%	106
2025 Q1	$1.24M	Buy	91,126 +5,565	+7%	+$71.7K	0.14%	105
2024 Q4	$1M	Buy	85,561 +7,819	+10%	+$87.9K	0.12%	119
2024 Q3	$791K	Buy	77,742 +13,017	+20%	+$137K	0.09%	136
2024 Q2	$699K	Buy	64,725 +4,539	+8%	+$46K	0.1%	134
2024 Q1	$616K	Buy	60,186 +25,384	+73%	+$246K	0.09%	142
2023 Q4	$300K	Buy	34,802 +2,260	+7%	+$19.1K	0.05%	191
2023 Q3	$276K	Buy	32,542 +1,700	+6%	+$13.6K	0.04%	207
2023 Q2	$227K	Buy	30,842 +12,872	+72%	+$85.7K	0.03%	231
2023 Q1	$115K	Hold	17,970	–	–	0.02%	247
2022 Q4	$120K	Buy	+17,970	New	+$93K	0.02%	238
2022 Q2	–	Sell	-24,753	Closed	-$4M	–	603
2022 Q1	$4M	Buy	+24,753	New	+$154K	0.06%	146