Forum Financial Management’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	–	Sell	-322,044	Closed	-$5.11M	–	746
2025 Q4	$5.11M	Hold	322,044	–	–	0.07%	61
2025 Q3	$5.13M	Hold	322,044	–	–	0.07%	58
2025 Q2	$4.42M	Sell	322,044 -35,517	-10%	-$459K	0.07%	62
2025 Q1	$4.87M	Hold	357,561	–	–	0.08%	55
2024 Q4	$4.19M	Buy	357,561 +19,122	+6%	+$215K	0.07%	61
2024 Q3	$3.45M	Hold	338,439	–	–	0.06%	64
2024 Q2	$3.66M	Hold	338,439	–	–	0.07%	55
2024 Q1	$3.46M	Buy	338,439 +6,723	+2%	+$65K	0.06%	74
2023 Q4	$2.86M	Buy	331,716 +32,700	+11%	+$276K	0.05%	72
2023 Q3	$2.54M	Hold	299,016	–	–	0.06%	69
2023 Q2	$2.2M	Hold	299,016	–	–	0.05%	79
2023 Q1	$1.91M	Buy	299,016 +800	+0.3%	+$5.6K	0.06%	81
2022 Q4	$1.99M	Hold	298,216	–	–	0.07%	71
2022 Q3	$1.34M	Hold	298,216	–	–	0.06%	84
2022 Q2	$1.59M	Hold	298,216	–	–	0.08%	79
2022 Q1	$1.84M	Hold	298,216	–	–	0.09%	69
2021 Q4	$1.63M	Buy	+298,216	New	+$1.68M	0.08%	76