Ballentine Partners’s Mitsubishi UFJ Financial MUFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.18M | Sell |
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|
2025
Q2 | $1.05M | Buy |
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|
2025
Q1 | $981K | Buy |
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|
2024
Q4 | $806K | Buy |
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|
2024
Q3 | $608K | Buy |
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|
2024
Q2 | $607K | Buy |
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|
2024
Q1 | $475K | Buy |
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|
2023
Q4 | $374K | Buy |
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|
2023
Q3 | $236K | Buy |
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|
2023
Q2 | $184K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $47K | Sell |
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|
2022
Q2 | $65K | Sell |
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|
2022
Q1 | $105K | Hold |
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|
2021
Q4 | $93K | Hold |
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|
2021
Q3 | $100K | Hold |
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|
2021
Q2 | $92K | Buy |
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|
2021
Q1 | $87K | Hold |
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|
2020
Q4 | $72K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $41K | Sell |
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|
2020
Q1 | $124K | Sell |
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|
2019
Q4 | $214K | Buy |
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|
2019
Q3 | $199K | Buy |
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|
2019
Q2 | $106K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $98K | Buy |
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|
2018
Q2 | $60K | Sell |
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|
2018
Q1 | $94K | Buy |
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|
2017
Q4 | $79K | Sell |
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|
2017
Q3 | $96K | Sell |
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|
2017
Q2 | $119K | Buy |
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|
2017
Q1 | $97K | Buy |
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