Atlas Capital 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 | $678K | Sell |
49,392
-286
| -0.6% | -$3.92K | 0.08% | 200 |
|
2025
Q1 | $677K | Buy |
49,678
+458
| +0.9% | +$6.24K | 0.08% | 202 |
|
2024
Q4 | $577K | Sell |
49,220
-13,112
| -21% | -$154K | 0.07% | 213 |
|
2024
Q3 | $635K | Sell |
62,332
-5,878
| -9% | -$59.8K | 0.1% | 183 |
|
2024
Q2 | $737K | Sell |
68,210
-7,166
| -10% | -$77.4K | 0.1% | 167 |
|
2024
Q1 | $771K | Buy |
75,376
+9,664
| +15% | +$98.9K | 0.12% | 158 |
|
2023
Q4 | $566K | Buy |
65,712
+13,102
| +25% | +$113K | 0.08% | 196 |
|
2023
Q3 | $447K | Buy |
52,610
+3,038
| +6% | +$25.8K | 0.07% | 210 |
|
2023
Q2 | $365K | Sell |
49,572
-1,134
| -2% | -$8.36K | 0.06% | 260 |
|
2023
Q1 | $324K | Sell |
50,706
-3,301
| -6% | -$21.1K | 0.05% | 269 |
|
2022
Q4 | $360K | Hold |
54,007
| – | – | 0.06% | 232 |
|
2022
Q3 | $243K | Hold |
54,007
| – | – | 0.04% | 314 |
|
2022
Q2 | $288K | Sell |
54,007
-21,360
| -28% | -$114K | 0.05% | 292 |
|
2022
Q1 | $467K | Hold |
75,367
| – | – | 0.07% | 219 |
|
2021
Q4 | $412K | Buy |
75,367
+66,777
| +777% | +$365K | 0.06% | 250 |
|
2021
Q3 | $50.9K | Buy |
8,590
+1,792
| +26% | +$10.6K | 0.01% | 516 |
|
2021
Q2 | $36.8K | Buy |
+6,798
| New | +$36.8K | 0.01% | 564 |
|
2021
Q1 | – | Sell |
-39,422
| Closed | -$175K | – | 817 |
|
2020
Q4 | $175K | Hold |
39,422
| – | – | 0.04% | 319 |
|
2020
Q3 | $158K | Hold |
39,422
| – | – | 0.04% | 299 |
|
2020
Q2 | $155K | Hold |
39,422
| – | – | 0.04% | 344 |
|
2020
Q1 | $144K | Hold |
39,422
| – | – | 0.04% | 318 |
|
2019
Q4 | $214K | Hold |
39,422
| – | – | 0.05% | 311 |
|
2019
Q3 | $200K | Sell |
39,422
-1,863
| -5% | -$9.46K | 0.06% | 317 |
|
2019
Q2 | $196K | Sell |
41,285
-9,624
| -19% | -$45.7K | 0.06% | 296 |
|
2019
Q1 | $252K | Hold |
50,909
| – | – | 0.09% | 234 |
|
2018
Q4 | $248K | Sell |
50,909
-12,081
| -19% | -$58.8K | 0.1% | 235 |
|
2018
Q3 | $392K | Sell |
62,990
-1,288
| -2% | -$8.02K | 0.13% | 205 |
|
2018
Q2 | $374K | Buy |
64,278
+1,952
| +3% | +$11.4K | 0.13% | 196 |
|
2018
Q1 | $414K | Buy |
+62,326
| New | +$414K | 0.13% | 210 |
|