Bailard’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 | $1.72M | Sell |
125,364
-3,173
| -2% | -$43.5K | 0.04% | 256 |
|
2025
Q1 | $1.75M | Sell |
128,537
-3,906
| -3% | -$53.2K | 0.05% | 239 |
|
2024
Q4 | $1.55M | Buy |
132,443
+1,516
| +1% | +$17.8K | 0.04% | 248 |
|
2024
Q3 | $1.33M | Buy |
130,927
+923
| +0.7% | +$9.4K | 0.03% | 267 |
|
2024
Q2 | $1.4M | Sell |
130,004
-982
| -0.7% | -$10.6K | 0.04% | 255 |
|
2024
Q1 | $1.34M | Buy |
130,986
+3,293
| +3% | +$33.7K | 0.04% | 265 |
|
2023
Q4 | $1.1M | Sell |
127,693
-1,546
| -1% | -$13.3K | 0.03% | 284 |
|
2023
Q3 | $1.1M | Sell |
129,239
-14,945
| -10% | -$127K | 0.04% | 254 |
|
2023
Q2 | $1.06M | Sell |
144,184
-1,438
| -1% | -$10.6K | 0.04% | 265 |
|
2023
Q1 | $931K | Buy |
145,622
+10,795
| +8% | +$69K | 0.03% | 276 |
|
2022
Q4 | $899K | Sell |
134,827
-4,742
| -3% | -$31.6K | 0.03% | 278 |
|
2022
Q3 | $628K | Buy |
139,569
+7,100
| +5% | +$31.9K | 0.03% | 301 |
|
2022
Q2 | $707K | Buy |
132,469
+3,411
| +3% | +$18.2K | 0.03% | 293 |
|
2022
Q1 | $799K | Sell |
129,058
-7,185
| -5% | -$44.5K | 0.03% | 309 |
|
2021
Q4 | $744K | Buy |
136,243
+3,517
| +3% | +$19.2K | 0.02% | 319 |
|
2021
Q3 | $787K | Sell |
132,726
-1,240
| -0.9% | -$7.35K | 0.03% | 309 |
|
2021
Q2 | $726K | Buy |
133,966
+13,490
| +11% | +$73.1K | 0.03% | 325 |
|
2021
Q1 | $648K | Buy |
120,476
+7,837
| +7% | +$42.2K | 0.02% | 331 |
|
2020
Q4 | $499K | Buy |
112,639
+30,853
| +38% | +$137K | 0.02% | 331 |
|
2020
Q3 | $328K | Buy |
81,786
+9,809
| +14% | +$39.3K | 0.02% | 369 |
|
2020
Q2 | $283K | Buy |
71,977
+1,252
| +2% | +$4.92K | 0.02% | 369 |
|
2020
Q1 | $259K | Buy |
70,725
+10,646
| +18% | +$39K | 0.02% | 354 |
|
2019
Q4 | $326K | Buy |
60,079
+5,126
| +9% | +$27.8K | 0.02% | 390 |
|
2019
Q3 | $279K | Sell |
54,953
-4,834
| -8% | -$24.5K | 0.02% | 414 |
|
2019
Q2 | $284K | Buy |
59,787
+15,902
| +36% | +$75.5K | 0.02% | 434 |
|
2019
Q1 | $217K | Buy |
43,885
+24,759
| +129% | +$122K | 0.01% | 470 |
|
2018
Q4 | $93K | Hold |
19,126
| – | – | 0.01% | 485 |
|
2018
Q3 | $118K | Sell |
19,126
-6,845
| -26% | -$42.2K | 0.01% | 525 |
|
2018
Q2 | $147K | Hold |
25,971
| – | – | 0.01% | 503 |
|
2018
Q1 | $172K | Buy |
25,971
+7,670
| +42% | +$50.8K | 0.01% | 464 |
|
2017
Q4 | $133K | Buy |
+18,301
| New | +$133K | 0.01% | 427 |
|