Clearstead Advisors’s Mitsubishi UFJ Financial MUFG Stock Holding History

Clearstead Advisors’s Portfolio MUFG Stock Details MUFG Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$863K	Buy
2025 Q2	–	Sell
2025 Q1	$2K	Buy
2024 Q4	$868	Sell
2024 Q3	$84.3K	Hold
2024 Q2	$89.4K	Buy
2021 Q4	–	Sell
2021 Q3	$19K	Buy