Beaird Harris 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 | $2.83K | Buy |
206
+97
| +89% | +$1.33K | ﹤0.01% | 462 |
|
|
2025
Q1 | $1.49K | Hold |
109
| – | – | ﹤0.01% | 466 |
|
|
2024
Q4 | $1.28K | Hold |
109
| – | – | ﹤0.01% | 470 |
|
|
2024
Q3 | $1.11K | Hold |
109
| – | – | ﹤0.01% | 477 |
|
|
2024
Q2 | $1.18K | Hold |
109
| – | – | ﹤0.01% | 585 |
|
|
2024
Q1 | $1.12K | Hold |
109
| – | – | ﹤0.01% | 538 |
|
|
2023
Q4 | $939 | Buy |
+109
| New | +$939 | ﹤0.01% | 523 |
|