Avantax Advisory Services’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	$2.6M	Buy	189,693 +8,417	+5%	+$115K	0.01%	678
2025 Q1	$2.47M	Sell	181,276 -47,366	-21%	-$646K	0.02%	659
2024 Q4	$2.68M	Buy	228,642 +17,817	+8%	+$209K	0.02%	596
2024 Q3	$2.15M	Buy	210,825 +4,595	+2%	+$46.8K	0.01%	671
2024 Q2	$2.23M	Buy	+206,230	New	+$2.23M	0.02%	619