Walkner Condon Financial 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 | $203K | Buy |
14,810
+1,342
| +10% | +$18.4K | 0.04% | 271 |
|
|
2025
Q1 | $184K | Sell |
13,468
-158
| -1% | -$2.16K | 0.04% | 264 |
|
|
2024
Q4 | $160K | Buy |
13,626
+288
| +2% | +$3.38K | 0.03% | 275 |
|
|
2024
Q3 | $136K | Sell |
13,338
-269
| -2% | -$2.74K | 0.03% | 263 |
|
|
2024
Q2 | $146K | Sell |
13,607
-27
| -0.2% | -$291 | 0.03% | 252 |
|
|
2024
Q1 | $140K | Buy |
13,634
+490
| +4% | +$5.02K | 0.03% | 265 |
|
|
2023
Q4 | $113K | Buy |
13,144
+142
| +1% | +$1.22K | 0.03% | 262 |
|
|
2023
Q3 | $110K | Buy |
13,002
+1,136
| +10% | +$9.65K | 0.03% | 238 |
|
|
2023
Q2 | $87.5K | Buy |
+11,866
| New | +$87.5K | 0.02% | 237 |
|