GeoWealth Management’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	$134K	Buy	9,741 +2,456	+34%	+$33.7K	0.01%	752
2025 Q1	$99.3K	Sell	7,285 -1,840	-20%	-$25.1K	﹤0.01%	787
2024 Q4	$107K	Buy	9,125 +658	+8%	+$7.71K	﹤0.01%	951
2024 Q3	$86.2K	Buy	+8,467	New	+$86.2K	﹤0.01%	928