Beacon Pointe Advisors’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
Q2 | $158K | Sell |
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|
2025
Q1 | $191K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $260K | Buy |
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|
2024
Q1 | $194K | Buy |
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|
2023
Q4 | $129K | Buy |
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|
2023
Q3 | $98.9K | Sell |
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|
2023
Q2 | $104K | Buy |
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|
2023
Q1 | $86.3K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $1.08M | Buy |
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|
2021
Q4 | $94K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $82K | Buy |
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