Wallace Advisory Group’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 | $220K | Sell |
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|
2025
Q2 | $267K | Buy |
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|
2025
Q1 | $194K | Buy |
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|
2024
Q4 | $118K | Sell |
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|
2024
Q3 | $131K | Hold |
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|
2024
Q2 | $131K | Sell |
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|
2024
Q1 | $105K | Hold |
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|
2023
Q4 | $104K | Sell |
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|
2023
Q3 | $95.5K | Sell |
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|
2023
Q2 | $85.6K | Hold |
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|
2023
Q1 | $85.6K | Buy |
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|
2022
Q4 | $89.3K | Buy |
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