Premier Path Wealth Partners’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 | $160K | Hold |
11,675
| – | – | 0.02% | 381 |
|
|
2025
Q1 | $159K | Hold |
11,675
| – | – | 0.02% | 366 |
|
|
2024
Q4 | $137K | Buy |
+11,675
| New | +$137K | 0.02% | 367 |
|
|
2024
Q3 | – | Sell |
-11,697
| Closed | -$126K | – | 379 |
|
|
2024
Q2 | $126K | Sell |
11,697
-76
| -0.6% | -$821 | 0.02% | 365 |
|
|
2024
Q1 | $120K | Buy |
+11,773
| New | +$120K | 0.02% | 340 |
|