Atria Wealth Solutions’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 | $195K | Sell |
14,201
-1,387
| -9% | -$19K | ﹤0.01% | 1396 |
|
|
2025
Q1 | $212K | Buy |
15,588
+1,721
| +12% | +$23.5K | ﹤0.01% | 1677 |
|
|
2024
Q4 | $163K | Buy |
13,867
+2,915
| +27% | +$34.2K | ﹤0.01% | 1833 |
|
|
2024
Q3 | $111K | Sell |
10,952
-524
| -5% | -$5.33K | ﹤0.01% | 1834 |
|
|
2024
Q2 | $124K | Sell |
11,476
-188
| -2% | -$2.03K | ﹤0.01% | 1814 |
|
|
2024
Q1 | $119K | Buy |
11,664
+849
| +8% | +$8.69K | ﹤0.01% | 1864 |
|
|
2023
Q4 | $93.1K | Buy |
10,815
+588
| +6% | +$5.06K | ﹤0.01% | 1841 |
|
|
2023
Q3 | $86.8K | Buy |
+10,227
| New | +$86.8K | ﹤0.01% | 1779 |
|