Atria Investments’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 | $3.7M | Sell |
269,834
-54,303
| -17% | -$745K | 0.04% | 493 |
|
|
2025
Q1 | $4.42M | Sell |
324,137
-14,943
| -4% | -$204K | 0.06% | 412 |
|
|
2024
Q4 | $3.97M | Buy |
339,080
+32,573
| +11% | +$382K | 0.05% | 427 |
|
|
2024
Q3 | $3.12M | Buy |
306,507
+44,800
| +17% | +$456K | 0.04% | 514 |
|
|
2024
Q2 | $2.83M | Buy |
261,707
+1,809
| +0.7% | +$19.5K | 0.04% | 524 |
|
|
2024
Q1 | $2.65M | Sell |
259,898
-1,582
| -0.6% | -$16.2K | 0.04% | 544 |
|
|
2023
Q4 | $2.25M | Buy |
261,480
+11,146
| +4% | +$95.8K | 0.03% | 555 |
|
|
2023
Q3 | $2.12M | Sell |
250,334
-1,590
| -0.6% | -$13.5K | 0.04% | 551 |
|
|
2023
Q2 | $1.85M | Buy |
251,924
+18,193
| +8% | +$134K | 0.03% | 584 |
|
|
2023
Q1 | $1.49M | Buy |
233,731
+629
| +0.3% | +$4.02K | 0.03% | 649 |
|
|
2022
Q4 | $1.55M | Buy |
+233,102
| New | +$1.55M | 0.03% | 602 |
|
|
2022
Q3 | – | Sell |
-224,877
| Closed | -$1.2M | – | 777 |
|
|
2022
Q2 | $1.2M | Buy |
+224,877
| New | +$1.2M | 0.03% | 680 |
|
|
2017
Q3 | – | Sell |
-10,063
| Closed | -$68K | – | 814 |
|
|
2017
Q2 | $68K | Sell |
10,063
-370
| -4% | -$2.5K | ﹤0.01% | 743 |
|
|
2017
Q1 | $66K | Sell |
10,433
-282
| -3% | -$1.78K | ﹤0.01% | 673 |
|
|
2016
Q4 | $66K | Buy |
+10,715
| New | +$66K | 0.01% | 624 |
|
|
2014
Q4 | – | Sell |
-10,912
| Closed | -$61K | – | 451 |
|
|
2014
Q3 | $61K | Sell |
10,912
-427
| -4% | -$2.39K | 0.01% | 452 |
|
|
2014
Q2 | $70K | Sell |
11,339
-402
| -3% | -$2.48K | 0.01% | 414 |
|
|
2014
Q1 | $65K | Sell |
11,741
-973
| -8% | -$5.39K | 0.01% | 420 |
|
|
2013
Q4 | $85K | Sell |
12,714
-2,217
| -15% | -$14.8K | 0.01% | 438 |
|
|
2013
Q3 | $96K | Buy |
14,931
+840
| +6% | +$5.4K | 0.01% | 441 |
|
|
2013
Q2 | $88K | Buy |
+14,091
| New | +$88K | 0.01% | 388 |
|