Integrated Wealth Concepts’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
Q2
$1M Buy
2025
Q1
$666K Sell
2024
Q4
$583K Buy
2024
Q3
$492K Sell
2024
Q2
$526K Sell
2024
Q1
$584K Sell
2023
Q4
$2.37M Buy
2023
Q3
$2.29M Sell
2023
Q2
$2.01M Sell
2023
Q1
$1.79M Buy
2022
Q4
$142K Sell
2022
Q3
$99K Buy