Focus Partners Wealth’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
$563K Buy
41,037
+25,078
+157% +$344K ﹤0.01% 1374
2025
Q1
$218K Buy
15,959
+2,058
+15% +$28.1K ﹤0.01% 1704
2024
Q4
$163K Buy
+13,901
New +$163K ﹤0.01% 1740
2024
Q3
Sell
-28,854
Closed -$312K 1656
2024
Q2
$312K Buy
+28,854
New +$312K ﹤0.01% 1061