Pinnacle Wealth Planning Services’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
Q2 | $417K | Sell |
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|
2025
Q1 | $419K | Buy |
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|
2024
Q4 | $357K | Sell |
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|
2024
Q3 | $457K | Hold |
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|
2024
Q2 | $484K | Hold |
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|
2024
Q1 | $459K | Hold |
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|
2023
Q4 | $386K | Hold |
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|
2023
Q3 | $381K | Hold |
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|
2023
Q2 | $331K | Sell |
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|
2023
Q1 | $290K | Hold |
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|
2022
Q4 | $303K | Sell |
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|
2022
Q3 | $205K | Hold |
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|
2022
Q2 | $243K | Hold |
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|
2022
Q1 | $282K | Hold |
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|
2021
Q4 | $248K | Hold |
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|
2021
Q3 | $270K | Hold |
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|
2021
Q2 | $247K | Hold |
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|
2021
Q1 | $245K | Sell |
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|
2020
Q4 | $202K | Sell |
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|
2020
Q3 | $201K | Buy |
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|
2020
Q2 | $190K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $136K | Buy |
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|
2019
Q3 | $106K | Buy |
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