Addison 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	$93.7K	Buy	5,522 +22	+0.4%	+$392	0.02%	335
2025 Q4	$87.2K	Sell	5,500 -88	-2%	-$1.36K	0.02%	332
2025 Q3	$89.1K	Buy	5,588 +544	+11%	+$8.05K	0.02%	334
2025 Q2	$69.2K	Sell	5,044 -1,343	-21%	-$17.4K	0.02%	363
2025 Q1	$87.1K	Buy	6,387 +258	+4%	+$3.32K	0.02%	318
2024 Q4	$71.8K	Buy	6,129 +1,263	+26%	+$14.2K	0.02%	335
2024 Q3	$49.5K	Buy	4,866 +257	+6%	+$2.71K	0.01%	393
2024 Q2	$49.8K	Buy	4,609 +2,546	+123%	+$25.8K	0.02%	377
2024 Q1	$21.1K	Sell	2,063 -3,146	-60%	-$30.4K	0.01%	456
2023 Q4	$44.9K	Buy	5,209 +1,612	+45%	+$13.6K	0.02%	366
2023 Q3	$30.5K	Buy	3,597 +2,583	+255%	+$20.6K	0.01%	378
2023 Q2	$7.47K	Buy	1,014 +584	+136%	+$3.89K	﹤0.01%	502
2023 Q1	$2.75K	Sell	430 -431	-50%	-$3.02K	﹤0.01%	543
2022 Q4	$5.74K	Sell	861 -1,749	-67%	-$9.05K	﹤0.01%	489
2022 Q3	$12K	Buy	2,610 +371	+17%	+$1.93K	0.01%	429
2022 Q2	$12K	Buy	2,239 +382	+21%	+$2.2K	0.01%	423
2022 Q1	$11K	Buy	1,857 +406	+28%	+$2.52K	0.01%	471
2021 Q4	$8K	Buy	1,451 +1,281	+754%	+$7.21K	﹤0.01%	429
2021 Q3	$1K	Buy	+170	New	+$944	﹤0.01%	418