BWAM
Boyd Watterson Asset Management’s Mitsubishi UFJ Financial MUFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $38.1K | Hold |
2,777
| – | – | 0.01% | 201 |
|
|
2025
Q1 | $37.9K | Hold |
2,777
| – | – | 0.01% | 200 |
|
|
2024
Q4 | $32.5K | Hold |
2,777
| – | – | 0.01% | 219 |
|
|
2024
Q3 | $28.3K | Sell |
2,777
-61
| -2% | -$621 | 0.01% | 229 |
|
|
2024
Q2 | $30.7K | Hold |
2,838
| – | – | 0.01% | 220 |
|
|
2024
Q1 | $29K | Hold |
2,838
| – | – | 0.01% | 227 |
|
|
2023
Q4 | $24.4K | Hold |
2,838
| – | – | 0.01% | 241 |
|
|
2023
Q3 | $24.1K | Hold |
2,838
| – | – | 0.01% | 234 |
|
|
2023
Q2 | $20.9K | Hold |
2,838
| – | – | 0.01% | 256 |
|
|
2023
Q1 | $18.1K | Hold |
2,838
| – | – | 0.01% | 266 |
|
|
2022
Q4 | $18.9K | Buy |
+2,838
| New | +$18.9K | 0.01% | 264 |
|
|
2018
Q1 | – | Sell |
-25,781
| Closed | -$187K | – | 146 |
|
|
2017
Q4 | $187K | Buy |
25,781
+772
| +3% | +$5.6K | 0.09% | 157 |
|
|
2017
Q3 | $161K | Sell |
25,009
-1,899
| -7% | -$12.2K | 0.08% | 149 |
|
|
2017
Q2 | $182K | Sell |
26,908
-252
| -0.9% | -$1.7K | 0.09% | 149 |
|
|
2017
Q1 | $172K | Sell |
27,160
-1,063
| -4% | -$6.73K | 0.09% | 146 |
|
|
2016
Q4 | $174K | Sell |
28,223
-47,210
| -63% | -$291K | 0.09% | 140 |
|
|
2016
Q3 | $381K | Sell |
75,433
-19,669
| -21% | -$99.3K | 0.19% | 116 |
|
|
2016
Q2 | $421K | Sell |
95,102
-715
| -0.7% | -$3.17K | 0.2% | 122 |
|
|
2016
Q1 | $440K | Hold |
95,817
| – | – | 0.21% | 119 |
|
|
2015
Q4 | $596K | Sell |
95,817
-2,885
| -3% | -$17.9K | 0.28% | 90 |
|
|
2015
Q3 | $601K | Buy |
98,702
+969
| +1% | +$5.9K | 0.26% | 90 |
|
|
2015
Q2 | $706K | Hold |
97,733
| – | – | 0.28% | 89 |
|
|
2015
Q1 | $608K | Buy |
97,733
+4,415
| +5% | +$27.5K | 0.24% | 96 |
|
|
2014
Q4 | $516K | Sell |
93,318
-7,581
| -8% | -$41.9K | 0.22% | 110 |
|
|
2014
Q3 | $566K | Hold |
100,899
| – | – | 0.25% | 103 |
|
|
2014
Q2 | $621K | Sell |
100,899
-172
| -0.2% | -$1.06K | 0.27% | 94 |
|
|
2014
Q1 | $560K | Buy |
101,071
+8,867
| +10% | +$49.1K | 0.26% | 101 |
|
|
2013
Q4 | $616K | Buy |
92,204
+6,645
| +8% | +$44.4K | 0.29% | 88 |
|
|
2013
Q3 | $548K | Buy |
85,559
+6,756
| +9% | +$43.3K | 0.26% | 91 |
|
|
2013
Q2 | $489K | Buy |
+78,803
| New | +$489K | 0.25% | 94 |
|