9258 Wealth Management’s Mitsubishi UFJ Financial MUFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $126K | Sell |
12,385
-4,720
| -28% | -$48K | 0.02% | 349 |
|
|
2024
Q2 | $185K | Hold |
17,105
| – | – | 0.03% | 334 |
|
|
2024
Q1 | $175K | Buy |
+17,105
| New | +$175K | 0.03% | 339 |
|
|
2023
Q4 | – | Sell |
-18,628
| Closed | -$158K | – | 330 |
|
|
2023
Q3 | $158K | Sell |
18,628
-36
| -0.2% | -$306 | 0.03% | 312 |
|
|
2023
Q2 | $138K | Sell |
18,664
-2,605
| -12% | -$19.2K | 0.03% | 310 |
|
|
2023
Q1 | $136K | Sell |
21,269
-72
| -0.3% | -$460 | 0.03% | 311 |
|
|
2022
Q4 | $142K | Sell |
21,341
-125
| -0.6% | -$834 | 0.03% | 315 |
|
|
2022
Q3 | $97K | Sell |
21,466
-154
| -0.7% | -$696 | 0.02% | 313 |
|
|
2022
Q2 | $115K | Buy |
21,620
+1,108
| +5% | +$5.89K | 0.03% | 325 |
|
|
2022
Q1 | $127K | Buy |
20,512
+200
| +1% | +$1.24K | 0.03% | 347 |
|
|
2021
Q4 | $111K | Buy |
20,312
+3,344
| +20% | +$18.3K | 0.03% | 360 |
|
|
2021
Q3 | $101K | Hold |
16,968
| – | – | 0.03% | 341 |
|
|
2021
Q2 | $92K | Buy |
16,968
+6,608
| +64% | +$35.8K | 0.02% | 349 |
|
|
2021
Q1 | $56K | Buy |
+10,360
| New | +$56K | 0.02% | 331 |
|