Addison 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 | $69.2K | Sell |
5,044
-1,343
| -21% | -$18.4K | 0.02% | 363 |
|
|
2025
Q1 | $87.1K | Buy |
6,387
+258
| +4% | +$3.52K | 0.02% | 318 |
|
|
2024
Q4 | $71.8K | Buy |
6,129
+1,263
| +26% | +$14.8K | 0.02% | 335 |
|
|
2024
Q3 | $49.5K | Buy |
4,866
+257
| +6% | +$2.62K | 0.01% | 393 |
|
|
2024
Q2 | $49.8K | Buy |
4,609
+2,546
| +123% | +$27.5K | 0.02% | 377 |
|
|
2024
Q1 | $21.1K | Sell |
2,063
-3,146
| -60% | -$32.2K | 0.01% | 454 |
|
|
2023
Q4 | $44.9K | Buy |
5,209
+1,612
| +45% | +$13.9K | 0.02% | 366 |
|
|
2023
Q3 | $30.5K | Buy |
3,597
+2,583
| +255% | +$21.9K | 0.01% | 378 |
|
|
2023
Q2 | $7.47K | Buy |
1,014
+584
| +136% | +$4.31K | ﹤0.01% | 502 |
|
|
2023
Q1 | $2.75K | Sell |
430
-431
| -50% | -$2.75K | ﹤0.01% | 543 |
|
|
2022
Q4 | $5.74K | Sell |
861
-1,749
| -67% | -$11.7K | ﹤0.01% | 489 |
|
|
2022
Q3 | $12K | Buy |
2,610
+371
| +17% | +$1.71K | 0.01% | 429 |
|
|
2022
Q2 | $12K | Buy |
2,239
+382
| +21% | +$2.05K | 0.01% | 423 |
|
|
2022
Q1 | $11K | Buy |
1,857
+406
| +28% | +$2.41K | 0.01% | 471 |
|
|
2021
Q4 | $8K | Buy |
1,451
+1,281
| +754% | +$7.06K | ﹤0.01% | 429 |
|
|
2021
Q3 | $1K | Buy |
+170
| New | +$1K | ﹤0.01% | 418 |
|