Kovitz Investment Group Partners’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
Q4
Sell
2025
Q3
$839K Buy
2025
Q2
$690K Sell
2025
Q1
$712K Sell
2024
Q4
$703K Sell
2024
Q3
$605K Sell
2024
Q2
$710K Sell
2024
Q1
$937K Buy