Icon 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	$190K	Sell	13,856 -383	-3%	-$5.26K	0.01%	382
2025 Q1	$194K	Buy	14,239 +1,640	+13%	+$22.4K	0.02%	358
2024 Q4	$148K	Buy	+12,599	New	+$148K	0.01%	431