Resonant Capital Advisors’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 | $415K | Sell |
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|
2025
Q2 | $425K | Buy |
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|
2025
Q1 | $336K | Buy |
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|
2024
Q4 | $246K | Buy |
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|
2024
Q3 | $209K | Hold |
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|
2024
Q2 | $224K | Buy |
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|
2024
Q1 | $209K | Buy |
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|
2023
Q4 | $169K | Sell |
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|
2023
Q3 | $187K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $51K | Sell |
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|
2019
Q4 | $78K | Buy |
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