Allworth Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $175K | Buy |
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|
2025
Q1 | $133K | Sell |
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|
2024
Q4 | $189K | Sell |
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|
2024
Q3 | $164K | Buy |
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|
2024
Q2 | $124K | Buy |
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|
2024
Q1 | $108K | Buy |
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|
2023
Q4 | $66.8K | Sell |
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|
2023
Q3 | $66.2K | Buy |
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|
2023
Q2 | $37.9K | Sell |
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|
2023
Q1 | $44.1K | Buy |
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|
2022
Q4 | $18.7K | Buy |
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|
2022
Q3 | $11K | Buy |
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|
2022
Q2 | $4K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $10K | Buy |
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