Perigon Wealth Management’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 | $147K | Buy |
+10,738
| New | +$147K | ﹤0.01% | 1024 |
|
|
2021
Q1 | – | Sell |
-6,707
| Closed | -$30K | – | 825 |
|
|
2020
Q4 | $30K | Buy |
+6,707
| New | +$30K | ﹤0.01% | 893 |
|
|
2017
Q1 | – | Sell |
-6,691
| Closed | -$45K | – | 674 |
|
|
2016
Q4 | $45K | Hold |
6,691
| – | – | 0.01% | 373 |
|
|
2016
Q3 | $34K | Buy |
+6,691
| New | +$34K | 0.01% | 345 |
|