Cornerstone Planning Group’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	$30.9K	Buy	1,737 +122	+8%	+$2.17K	﹤0.01%	536
2025 Q4	$29K	Buy	1,615 +341	+27%	+$5.27K	﹤0.01%	485
2025 Q3	$19.3K	Buy	1,274 +368	+41%	+$5.45K	﹤0.01%	596
2025 Q2	$12.7K	Sell	906 -71	-7%	-$918	﹤0.01%	506
2025 Q1	$11.8K	Sell	977 -3	-0.3%	-$39	﹤0.01%	525
2024 Q4	$12.2K	Buy	980 +309	+46%	+$3.47K	﹤0.01%	390
2024 Q3	$7.05K	Buy	671 +176	+36%	+$1.86K	﹤0.01%	492
2024 Q2	$4.7K	Buy	+495	New	+$5.02K	﹤0.01%	595
2023 Q3	–	Sell	-334	Closed	-$2.46K	–	1276
2023 Q2	$2.46K	Buy	+334	New	+$2.22K	﹤0.01%	1097
2022 Q4	$2.42K	Buy	+334	New	+$1.73K	﹤0.01%	1138