Aprio Wealth Management’s Mitsubishi UFJ Financial MUFG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$477K Sell
34,759
-1,713
-5% -$23.5K 0.05% 193
2025
Q1
$497K Buy
36,472
+11,639
+47% +$159K 0.06% 183
2024
Q4
$291K Buy
24,833
+4,764
+24% +$55.8K 0.04% 224
2024
Q3
$204K Buy
20,069
+403
+2% +$4.1K 0.03% 269
2024
Q2
$212K Buy
19,666
+1,996
+11% +$21.6K 0.04% 233
2024
Q1
$181K Buy
17,670
+1,866
+12% +$19.1K 0.04% 229
2023
Q4
$136K Buy
15,804
+2,954
+23% +$25.4K 0.03% 192
2023
Q3
$109K Buy
+12,850
New +$109K 0.03% 172