Independent Solutions 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 | $160K | Hold |
11,633
| – | – | 0.03% | 175 |
|
|
2025
Q1 | $159K | Hold |
11,633
| – | – | 0.04% | 170 |
|
|
2024
Q4 | $136K | Hold |
11,633
| – | – | 0.03% | 169 |
|
|
2024
Q3 | $118K | Hold |
11,633
| – | – | 0.03% | 162 |
|
|
2024
Q2 | $126K | Hold |
11,633
| – | – | 0.03% | 166 |
|
|
2024
Q1 | $119K | Hold |
11,633
| – | – | 0.03% | 169 |
|
|
2023
Q4 | $100K | Sell |
11,633
-2,183
| -16% | -$18.8K | 0.03% | 164 |
|
|
2023
Q3 | $117K | Hold |
13,816
| – | – | 0.03% | 196 |
|
|
2023
Q2 | $102K | Hold |
13,816
| – | – | 0.03% | 215 |
|
|
2023
Q1 | $88.3K | Buy |
13,816
+2,183
| +19% | +$13.9K | 0.03% | 207 |
|
|
2022
Q4 | $77.6K | Buy |
+11,633
| New | +$77.6K | 0.02% | 210 |
|