Baker Tilly 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 | $162K | Buy |
11,833
+391
| +3% | +$5.37K | 0.06% | 231 |
|
|
2025
Q1 | $156K | Buy |
+11,442
| New | +$156K | 0.06% | 233 |
|
|
2024
Q2 | – | Sell |
-13,636
| Closed | -$139K | – | 366 |
|
|
2024
Q1 | $139K | Sell |
13,636
-627
| -4% | -$6.41K | 0.03% | 411 |
|
|
2023
Q4 | $123K | Sell |
14,263
-3,595
| -20% | -$31K | 0.02% | 460 |
|
|
2023
Q3 | $152K | Sell |
17,858
-36,986
| -67% | -$314K | 0.03% | 444 |
|
|
2023
Q2 | $404K | Sell |
54,844
-1,721
| -3% | -$12.7K | 0.04% | 392 |
|
|
2023
Q1 | $361K | Buy |
56,565
+1,120
| +2% | +$7.16K | 0.04% | 412 |
|
|
2022
Q4 | $370K | Buy |
55,445
+2,436
| +5% | +$16.2K | 0.05% | 397 |
|
|
2022
Q3 | $239K | Buy |
53,009
+2,113
| +4% | +$9.53K | 0.03% | 444 |
|
|
2022
Q2 | $272K | Buy |
50,896
+4,151
| +9% | +$22.2K | 0.04% | 426 |
|
|
2022
Q1 | $289K | Buy |
46,745
+798
| +2% | +$4.93K | 0.03% | 434 |
|
|
2021
Q4 | $251K | Sell |
45,947
-874
| -2% | -$4.78K | 0.03% | 462 |
|
|
2021
Q3 | $278K | Sell |
46,821
-931
| -2% | -$5.53K | 0.04% | 426 |
|
|
2021
Q2 | $259K | Sell |
47,752
-2,213
| -4% | -$12K | 0.04% | 423 |
|
|
2021
Q1 | $269K | Buy |
49,965
+34,488
| +223% | +$186K | 0.06% | 385 |
|
|
2020
Q4 | $69K | Buy |
+15,477
| New | +$69K | 0.02% | 334 |
|