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Moran Wealth Management, LLC → MBFJF
Moran Wealth Management, LLC MBFJF Position History
Mitsubishi UFJ Financial Group, Inc. • Financial Services
Quarters held
8
Latest value
$73K
Q3 2026
Peak value
$9M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $7.7M |
| Q4 2025 | $16K |
| Q1 2026 | $24K |
| Q1 2026 | $8.9M |
| Q2 2026 | $7.6M |
| Q2 2026 | $55K |
| Q3 2026 | $9M |
| Q3 2026 | $73K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $73K | 3.1K | — | — |
| Q3 2026 | $9M | 388.6K | — | — |
| Q2 2026 | $55K | 2.8K | — | — |
| Q2 2026 | $7.6M | 380.9K | — | — |
| Q1 2026 | $8.9M | 526.7K | — | — |
| Q1 2026 | $24K | 1.4K | — | — |
| Q4 2025 | $16K | 1.0K | — | — |
| Q4 2025 | $7.7M | 485.5K | — | — |