Venturi Wealth Management’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	$239K	Buy	17,398 +6,149	+55%	+$84.4K	0.01%	479
2025 Q1	$153K	Buy	11,249 +5,561	+98%	+$75.8K	0.01%	547
2024 Q4	$66.7K	Buy	5,688 +396	+7%	+$4.64K	﹤0.01%	934
2024 Q3	$53.9K	Buy	5,292 +2,229	+73%	+$22.7K	﹤0.01%	741
2024 Q2	$33.1K	Buy	+3,063	New	+$33.1K	﹤0.01%	796