Bartlett & Co 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 | $16.2K | Hold |
1,158
| – | – | ﹤0.01% | 849 |
|
|
2025
Q1 | $15.8K | Buy |
+1,158
| New | +$15.8K | ﹤0.01% | 852 |
|
|
2021
Q3 | – | Sell |
-195
| Closed | -$1.08K | – | 1024 |
|
|
2021
Q2 | $1.08K | Hold |
195
| – | – | ﹤0.01% | 940 |
|
|
2021
Q1 | $1.07K | Hold |
195
| – | – | ﹤0.01% | 965 |
|
|
2020
Q4 | $864 | Buy |
+195
| New | +$864 | ﹤0.01% | 1074 |
|