OneDigital Investment Advisors’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	$420K	Sell	30,639 -627	-2%	-$8.6K	﹤0.01%	981
2025 Q1	$426K	Buy	31,266 +6,759	+28%	+$92.1K	0.01%	919
2024 Q4	$287K	Buy	24,507 +14,331	+141%	+$168K	﹤0.01%	1147
2024 Q3	$104K	Sell	10,176 -3,069	-23%	-$31.2K	﹤0.01%	1401
2024 Q2	$143K	Buy	+13,245	New	+$143K	﹤0.01%	1312