Beacon Pointe 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 | $158K | Sell |
11,504
-2,537
| -18% | -$34.8K | ﹤0.01% | 1181 |
|
|
2025
Q1 | $191K | Buy |
+14,041
| New | +$191K | ﹤0.01% | 1138 |
|
|
2024
Q3 | – | Sell |
-24,094
| Closed | -$260K | – | 1249 |
|
|
2024
Q2 | $260K | Buy |
24,094
+5,094
| +27% | +$55K | ﹤0.01% | 1077 |
|
|
2024
Q1 | $194K | Buy |
19,000
+4,074
| +27% | +$41.7K | ﹤0.01% | 1257 |
|
|
2023
Q4 | $129K | Buy |
14,926
+3,276
| +28% | +$28.2K | ﹤0.01% | 1245 |
|
|
2023
Q3 | $98.9K | Sell |
11,650
-2,500
| -18% | -$21.2K | ﹤0.01% | 1265 |
|
|
2023
Q2 | $104K | Buy |
14,150
+645
| +5% | +$4.75K | ﹤0.01% | 1038 |
|
|
2023
Q1 | $86.3K | Buy |
+13,505
| New | +$86.3K | ﹤0.01% | 1108 |
|
|
2022
Q2 | – | Sell |
-174,290
| Closed | -$1.08M | – | 1164 |
|
|
2022
Q1 | $1.08M | Buy |
174,290
+157,140
| +916% | +$973K | 0.01% | 596 |
|
|
2021
Q4 | $94K | Buy |
+17,150
| New | +$94K | ﹤0.01% | 906 |
|
|
2021
Q3 | – | Sell |
-15,213
| Closed | -$82K | – | 942 |
|
|
2021
Q2 | $82K | Buy |
+15,213
| New | +$82K | ﹤0.01% | 814 |
|