Bell Investment 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 | $6.46K | Hold |
471
| – | – | ﹤0.01% | 862 |
|
|
2025
Q1 | $6.42K | Hold |
471
| – | – | ﹤0.01% | 794 |
|
|
2024
Q4 | $5.52K | Hold |
471
| – | – | ﹤0.01% | 883 |
|
|
2024
Q3 | $4.8K | Hold |
471
| – | – | ﹤0.01% | 945 |
|
|
2024
Q2 | $5.09K | Hold |
471
| – | – | ﹤0.01% | 917 |
|
|
2024
Q1 | $4.82K | Hold |
471
| – | – | ﹤0.01% | 943 |
|
|
2023
Q4 | $4.06K | Sell |
471
-143
| -23% | -$1.23K | ﹤0.01% | 985 |
|
|
2023
Q3 | $5.21K | Sell |
614
-46
| -7% | -$391 | ﹤0.01% | 788 |
|
|
2023
Q2 | $4.87K | Sell |
660
-430
| -39% | -$3.17K | ﹤0.01% | 839 |
|
|
2023
Q1 | $6.97K | Buy |
1,090
+73
| +7% | +$467 | ﹤0.01% | 624 |
|
|
2022
Q4 | $6.78K | Buy |
1,017
+116
| +13% | +$774 | ﹤0.01% | 654 |
|
|
2022
Q3 | $4K | Sell |
901
-898
| -50% | -$3.99K | ﹤0.01% | 808 |
|
|
2022
Q2 | $10K | Buy |
+1,799
| New | +$10K | ﹤0.01% | 428 |
|
|
2021
Q4 | $6K | Sell |
1,134
-265
| -19% | -$1.4K | ﹤0.01% | 699 |
|
|
2021
Q3 | $8K | Buy |
+1,399
| New | +$8K | ﹤0.01% | 525 |
|