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Modera Wealth Management’s Mitsubishi UFJ Financial MUFG Stock Holding History

Modera Wealth Management’s Portfolio MUFG Stock Details MUFG Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$256K Buy
18,687
+567
+3% +$7.78K ﹤0.01% 569
2025
Q1 		$247K Buy
+18,120
New +$247K ﹤0.01% 552
2024
Q4 		– Sell
-18,102
Closed -$184K – 634
2024
Q3 		$184K Buy
+18,102
New +$184K ﹤0.01% 586