Ballast 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 | $865K | Hold |
63,069
| – | – | 0.26% | 53 |
|
|
2025
Q1 | $860K | Hold |
63,069
| – | – | 0.27% | 53 |
|
|
2024
Q4 | $739K | Buy |
63,069
+1,279
| +2% | +$15K | 0.23% | 59 |
|
|
2024
Q3 | $629K | Hold |
61,790
| – | – | 0.19% | 66 |
|
|
2024
Q2 | $667K | Hold |
61,790
| – | – | 0.21% | 59 |
|
|
2024
Q1 | $632K | Buy |
+61,790
| New | +$632K | 0.21% | 64 |
|