Simon Quick Advisors’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	$562K	Buy	40,950 +14,593	+55%	+$200K	0.02%	400
2025 Q1	$359K	Buy	26,357 +11,152	+73%	+$152K	0.02%	381
2024 Q4	$178K	Buy	15,205 +2,016	+15%	+$23.6K	0.01%	462
2024 Q3	$134K	Buy	13,189 +1,882	+17%	+$19.2K	0.01%	420
2024 Q2	$122K	Buy	+11,307	New	+$122K	0.01%	376