DWM
Diversify Wealth Management’s Mitsubishi UFJ Financial MUFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.21M | Buy |
146,215
+20,575
| +16% | +$311K | 0.14% | 172 |
|
|
2025
Q1 | $1.6M | Buy |
125,640
+13,155
| +12% | +$167K | 0.12% | 189 |
|
|
2024
Q4 | $1.33M | Buy |
112,485
+22,524
| +25% | +$266K | 0.1% | 182 |
|
|
2024
Q3 | $918K | Buy |
89,961
+4,186
| +5% | +$42.7K | 0.09% | 205 |
|
|
2024
Q2 | $815K | Buy |
+85,775
| New | +$815K | 0.1% | 189 |
|