Beverly Hills Private Wealth’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 | $306K | Sell |
22,287
-1,762
| -7% | -$24.2K | 0.06% | 259 |
|
|
2025
Q1 | $328K | Buy |
24,049
+224
| +0.9% | +$3.05K | 0.06% | 242 |
|
|
2024
Q4 | $279K | Sell |
23,825
-313
| -1% | -$3.67K | 0.06% | 268 |
|
|
2024
Q3 | $246K | Sell |
24,138
-6,515
| -21% | -$66.3K | 0.05% | 298 |
|
|
2024
Q2 | $331K | Buy |
30,653
+1,414
| +5% | +$15.3K | 0.07% | 256 |
|
|
2024
Q1 | $299K | Sell |
29,239
-805
| -3% | -$8.24K | 0.07% | 277 |
|
|
2023
Q4 | $259K | Sell |
30,044
-1,052
| -3% | -$9.06K | 0.07% | 277 |
|
|
2023
Q3 | $264K | Sell |
31,096
-34,508
| -53% | -$293K | 0.08% | 242 |
|
|
2023
Q2 | $521K | Buy |
65,604
+32,507
| +98% | +$258K | 0.09% | 225 |
|
|
2023
Q1 | $211K | Buy |
33,097
+13,912
| +73% | +$88.9K | 0.07% | 256 |
|
|
2022
Q4 | $128K | Buy |
+19,185
| New | +$128K | 0.06% | 223 |
|