HB Wealth 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
$377K Sell
27,466
-51,370
-65% -$705K ﹤0.01% 834
2025
Q1
$1.07M Buy
78,836
+8,663
+12% +$118K 0.01% 511
2024
Q4
$822K Buy
+70,173
New +$822K 0.01% 459