PDS Planning’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
Q3 | $395K | Buy |
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|
2025
Q2 | $338K | Hold |
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|
2025
Q1 | $336K | Buy |
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|
2024
Q4 | $285K | Hold |
|
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|
2024
Q3 | $248K | Sell |
|
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|
2024
Q2 | $267K | Sell |
|
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|
2024
Q1 | $253K | Buy |
|
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|
2023
Q4 | $210K | Hold |
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|
2023
Q3 | $207K | Buy |
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|
2023
Q2 | $179K | Hold |
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|
2023
Q1 | $155K | Buy |
|