Waldron Private Wealth’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
Q1 | – | Sell |
-11,742
| Closed | -$138K | – | 381 |
|
|
2024
Q4 | $138K | Hold |
11,742
| – | – | 0.01% | 404 |
|
|
2024
Q3 | $120K | Buy |
11,742
+968
| +9% | +$9.85K | 0.01% | 411 |
|
|
2024
Q2 | $116K | Buy |
10,774
+183
| +2% | +$1.98K | 0.01% | 402 |
|
|
2024
Q1 | $108K | Hold |
10,591
| – | – | ﹤0.01% | 412 |
|
|
2023
Q4 | $91.2K | Buy |
+10,591
| New | +$91.2K | ﹤0.01% | 400 |
|