Independent Solutions Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $193K | Buy |
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|
2025
Q2 | $160K | Hold |
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|
2025
Q1 | $159K | Hold |
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|
2024
Q4 | $136K | Hold |
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|
2024
Q3 | $118K | Hold |
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|
2024
Q2 | $126K | Hold |
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|
2024
Q1 | $119K | Hold |
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|
2023
Q4 | $100K | Sell |
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|
2023
Q3 | $117K | Hold |
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|
2023
Q2 | $102K | Hold |
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|
2023
Q1 | $88.3K | Buy |
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|
2022
Q4 | $77.6K | Buy |
|