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Whipplewood Advisors’s Mitsubishi UFJ Financial MUFG Stock Holding History

Whipplewood Advisors’s Portfolio MUFG Stock Details MUFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$32.3K Buy
2,352
+409
+21% +$5.61K 0.02% 390
2025
Q1 		$33.7K Sell
1,943
-531
-21% -$9.22K 0.02% 371
2024
Q4 		$29K Buy
+2,474
New +$29K 0.02% 392