Private Trust Company’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
2026 Q1	$52.4K	Buy	3,086 +114	+4%	+$2.03K	﹤0.01%	1281
2025 Q4	$47.1K	Buy	2,972 +175	+6%	+$2.71K	﹤0.01%	1319
2025 Q3	$44.6K	Buy	2,797 +174	+7%	+$2.58K	﹤0.01%	1316
2025 Q2	$36K	Hold	2,623	–	–	﹤0.01%	1346
2025 Q1	$35.8K	Buy	2,623 +754	+40%	+$9.71K	﹤0.01%	1325
2024 Q4	$21.9K	Buy	+1,869	New	+$21K	﹤0.01%	1459
2014 Q4	–	Sell	-2,684	Closed	-$15K	–	859
2014 Q3	$15K	Sell	2,684 -891	-25%	-$5.2K	0.01%	943
2014 Q2	$22K	Buy	3,575 +955	+36%	+$5.4K	0.01%	805
2014 Q1	$15K	Sell	2,620 -3	-0.1%	-$18	0.01%	827
2013 Q4	$18K	Buy	2,623 +322	+14%	+$2.06K	0.01%	747
2013 Q3	$15K	Hold	2,301	–	–	0.01%	761
2013 Q2	$14K	Buy	+2,301	New	+$14.7K	0.01%	743