Charles Schwab’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
2026 Q1	$33.1M	Buy	1,948,230 +311,968	+19%	+$5.55M	0.01%	1449
2025 Q4	$26M	Buy	1,636,262 +207,161	+14%	+$3.2M	﹤0.01%	1581
2025 Q3	$22.8M	Buy	1,429,101 +252,770	+21%	+$3.74M	﹤0.01%	1657
2025 Q2	$16.1M	Buy	1,176,331 +144,277	+14%	+$1.87M	﹤0.01%	1787
2025 Q1	$14.1M	Buy	1,032,054 +195,227	+23%	+$2.51M	﹤0.01%	1801
2024 Q4	$9.81M	Buy	836,827 +137,182	+20%	+$1.54M	﹤0.01%	2019
2024 Q3	$7.12M	Buy	699,645 +88,034	+14%	+$929K	﹤0.01%	2190
2024 Q2	$6.61M	Buy	611,611 +121,847	+25%	+$1.24M	﹤0.01%	2227
2024 Q1	$5.01M	Buy	489,764 +133,572	+38%	+$1.29M	﹤0.01%	2283
2023 Q4	$3.07M	Buy	356,192 +85,751	+32%	+$723K	﹤0.01%	2502
2023 Q3	$2.3M	Buy	270,441 +111,397	+70%	+$889K	﹤0.01%	2557
2023 Q2	$1.17M	Buy	159,044 +87,214	+121%	+$581K	﹤0.01%	2707
2023 Q1	$459K	Buy	71,830 +21,101	+42%	+$148K	﹤0.01%	2977
2022 Q4	$338K	Buy	+50,729	New	+$263K	﹤0.01%	3087