180 Wealth 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 | $308K | Sell |
22,434
-431
| -2% | -$5.91K | 0.04% | 333 |
|
|
2025
Q1 | $312K | Sell |
22,865
-2,906
| -11% | -$39.6K | 0.05% | 313 |
|
|
2024
Q4 | $302K | Sell |
25,771
-787
| -3% | -$9.22K | 0.05% | 324 |
|
|
2024
Q3 | $270K | Sell |
26,558
-733
| -3% | -$7.46K | 0.04% | 356 |
|
|
2024
Q2 | $303K | Sell |
27,291
-90
| -0.3% | -$998 | 0.05% | 316 |
|
|
2024
Q1 | $280K | Buy |
27,381
+1,144
| +4% | +$11.7K | 0.05% | 308 |
|
|
2023
Q4 | $224K | Sell |
26,237
-2,622
| -9% | -$22.4K | 0.04% | 329 |
|
|
2023
Q3 | $245K | Buy |
28,859
+3,703
| +15% | +$31.4K | 0.06% | 294 |
|
|
2023
Q2 | $188K | Buy |
25,156
+407
| +2% | +$3.04K | 0.04% | 337 |
|
|
2023
Q1 | $158K | Sell |
24,749
-276
| -1% | -$1.76K | 0.04% | 339 |
|
|
2022
Q4 | $186K | Sell |
25,025
-18,197
| -42% | -$135K | 0.04% | 339 |
|
|
2022
Q3 | $194K | Buy |
+43,222
| New | +$194K | 0.05% | 322 |
|
|
2019
Q2 | – | Sell |
-51,668
| Closed | -$251K | – | 257 |
|
|
2019
Q1 | $251K | Buy |
51,668
+4,627
| +10% | +$22.5K | 0.11% | 217 |
|
|
2018
Q4 | $291K | Hold |
47,041
| – | – | 0.14% | 185 |
|
|
2018
Q3 | $291K | Sell |
47,041
-4,201
| -8% | -$26K | 0.13% | 185 |
|
|
2018
Q2 | $290K | Buy |
51,242
+24,512
| +92% | +$139K | 0.14% | 185 |
|
|
2018
Q1 | $177K | Buy |
26,730
+8,832
| +49% | +$58.5K | 0.09% | 223 |
|
|
2017
Q4 | $130K | Buy |
+17,898
| New | +$130K | 0.07% | 232 |
|