Congress 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	$1.24M	Buy	90,035 +14,844	+20%	+$204K	0.01%	656
2025 Q1	$1.03M	Buy	75,191 +144	+0.2%	+$1.96K	0.01%	630
2024 Q4	$880K	Buy	75,047 +6,667	+10%	+$78.1K	0.01%	538
2024 Q3	$696K	Buy	+68,380	New	+$696K	0.01%	581