AWA
Aaron Wealth Advisors’s Mitsubishi UFJ Financial MUFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.37M | Buy |
100,122
+8,996
| +10% | +$123K | 0.14% | 106 |
|
|
2025
Q1 | $1.24M | Buy |
91,126
+5,565
| +7% | +$75.9K | 0.14% | 105 |
|
|
2024
Q4 | $1M | Buy |
85,561
+7,819
| +10% | +$91.6K | 0.12% | 119 |
|
|
2024
Q3 | $791K | Buy |
77,742
+13,017
| +20% | +$133K | 0.09% | 136 |
|
|
2024
Q2 | $699K | Buy |
64,725
+4,539
| +8% | +$49K | 0.1% | 134 |
|
|
2024
Q1 | $616K | Buy |
60,186
+25,384
| +73% | +$260K | 0.09% | 142 |
|
|
2023
Q4 | $300K | Buy |
34,802
+2,260
| +7% | +$19.5K | 0.05% | 191 |
|
|
2023
Q3 | $276K | Buy |
32,542
+1,700
| +6% | +$14.4K | 0.04% | 207 |
|
|
2023
Q2 | $227K | Buy |
30,842
+12,872
| +72% | +$94.9K | 0.03% | 231 |
|
|
2023
Q1 | $115K | Hold |
17,970
| – | – | 0.02% | 247 |
|
|
2022
Q4 | $120K | Buy |
+17,970
| New | +$120K | 0.02% | 237 |
|
|
2022
Q2 | – | Sell |
-24,753
| Closed | -$4M | – | 603 |
|
|
2022
Q1 | $4M | Buy |
+24,753
| New | +$4M | 0.06% | 146 |
|