Ballentine Partners’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 | $1.05M | Buy |
76,496
+4,534
| +6% | +$62.2K | 0.02% | 309 |
|
|
2025
Q1 | $981K | Buy |
71,962
+3,207
| +5% | +$43.7K | 0.02% | 297 |
|
|
2024
Q4 | $806K | Buy |
68,755
+9,055
| +15% | +$106K | 0.01% | 328 |
|
|
2024
Q3 | $608K | Buy |
59,700
+3,483
| +6% | +$35.5K | 0.01% | 375 |
|
|
2024
Q2 | $607K | Buy |
56,217
+9,816
| +21% | +$106K | 0.01% | 367 |
|
|
2024
Q1 | $475K | Buy |
46,401
+3,018
| +7% | +$30.9K | 0.01% | 400 |
|
|
2023
Q4 | $374K | Buy |
43,383
+15,589
| +56% | +$134K | 0.01% | 435 |
|
|
2023
Q3 | $236K | Buy |
27,794
+2,807
| +11% | +$23.8K | 0.01% | 506 |
|
|
2023
Q2 | $184K | Buy |
+24,987
| New | +$184K | ﹤0.01% | 556 |
|
|
2022
Q4 | – | Sell |
-10,310
| Closed | -$47K | – | 525 |
|
|
2022
Q3 | $47K | Sell |
10,310
-1,887
| -15% | -$8.6K | ﹤0.01% | 476 |
|
|
2022
Q2 | $65K | Sell |
12,197
-4,741
| -28% | -$25.3K | ﹤0.01% | 428 |
|
|
2022
Q1 | $105K | Hold |
16,938
| – | – | ﹤0.01% | 459 |
|
|
2021
Q4 | $93K | Hold |
16,938
| – | – | ﹤0.01% | 469 |
|
|
2021
Q3 | $100K | Hold |
16,938
| – | – | ﹤0.01% | 416 |
|
|
2021
Q2 | $92K | Buy |
16,938
+866
| +5% | +$4.7K | ﹤0.01% | 422 |
|
|
2021
Q1 | $87K | Hold |
16,072
| – | – | ﹤0.01% | 399 |
|
|
2020
Q4 | $72K | Buy |
+16,072
| New | +$72K | ﹤0.01% | 381 |
|
|
2020
Q3 | – | Sell |
-10,477
| Closed | -$41K | – | 401 |
|
|
2020
Q2 | $41K | Sell |
10,477
-23,430
| -69% | -$91.7K | ﹤0.01% | 370 |
|
|
2020
Q1 | $124K | Sell |
33,907
-5,497
| -14% | -$20.1K | 0.01% | 325 |
|
|
2019
Q4 | $214K | Buy |
39,404
+147
| +0.4% | +$798 | 0.01% | 362 |
|
|
2019
Q3 | $199K | Buy |
39,257
+16,997
| +76% | +$86.2K | 0.01% | 372 |
|
|
2019
Q2 | $106K | Buy |
+22,260
| New | +$106K | 0.01% | 378 |
|
|
2018
Q4 | – | Sell |
-15,800
| Closed | -$98K | – | 358 |
|
|
2018
Q3 | $98K | Buy |
15,800
+5,239
| +50% | +$32.5K | 0.01% | 344 |
|
|
2018
Q2 | $60K | Sell |
10,561
-3,672
| -26% | -$20.9K | ﹤0.01% | 333 |
|
|
2018
Q1 | $94K | Buy |
14,233
+3,246
| +30% | +$21.4K | 0.01% | 344 |
|
|
2017
Q4 | $79K | Sell |
10,987
-3,901
| -26% | -$28K | ﹤0.01% | 354 |
|
|
2017
Q3 | $96K | Sell |
14,888
-3,739
| -20% | -$24.1K | 0.01% | 379 |
|
|
2017
Q2 | $119K | Buy |
18,627
+3,263
| +21% | +$20.8K | 0.01% | 373 |
|
|
2017
Q1 | $97K | Buy |
+15,364
| New | +$97K | 0.01% | 234 |
|