Exencial Wealth Advisors’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 | $2.52M | Buy |
184,019
+11,621
| +7% | +$159K | 0.09% | 193 |
|
|
2025
Q1 | $2.35M | Sell |
172,398
-24,589
| -12% | -$335K | 0.09% | 198 |
|
|
2024
Q4 | $2.31M | Buy |
196,987
+2,653
| +1% | +$31.1K | 0.08% | 194 |
|
|
2024
Q3 | $1.98M | Buy |
194,334
+87,429
| +82% | +$890K | 0.07% | 216 |
|
|
2024
Q2 | $1.15M | Sell |
106,905
-2,008
| -2% | -$21.7K | 0.04% | 254 |
|
|
2024
Q1 | $1.11M | Buy |
+108,913
| New | +$1.11M | 0.04% | 260 |
|