Baker Tilly Wealth Management’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
Q3 | $191K | Buy |
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|
2025
Q2 | $162K | Buy |
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|
2025
Q1 | $156K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $139K | Sell |
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|
2023
Q4 | $123K | Sell |
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|
2023
Q3 | $152K | Sell |
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|
2023
Q2 | $404K | Sell |
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|
2023
Q1 | $361K | Buy |
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|
2022
Q4 | $370K | Buy |
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|
2022
Q3 | $239K | Buy |
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|
2022
Q2 | $272K | Buy |
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|
2022
Q1 | $289K | Buy |
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|
2021
Q4 | $251K | Sell |
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|
2021
Q3 | $278K | Sell |
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|
2021
Q2 | $259K | Sell |
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|
2021
Q1 | $269K | Buy |
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|
2020
Q4 | $69K | Buy |
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