Burns Matteson Capital Management’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 | $275K | Buy |
20,022
+6,070
| +44% | +$83.3K | 0.13% | 139 |
|
|
2025
Q1 | $190K | Buy |
13,952
+3,322
| +31% | +$45.3K | 0.1% | 161 |
|
|
2024
Q4 | $125K | Sell |
10,630
-133
| -1% | -$1.56K | 0.07% | 150 |
|
|
2024
Q3 | $110K | Sell |
10,763
-2,080
| -16% | -$21.2K | 0.06% | 149 |
|
|
2024
Q2 | $139K | Buy |
12,843
+633
| +5% | +$6.84K | 0.09% | 145 |
|
|
2024
Q1 | $125K | Hold |
12,210
| – | – | 0.08% | 147 |
|
|
2023
Q4 | $105K | Hold |
12,210
| – | – | 0.07% | 131 |
|
|
2023
Q3 | $104K | Buy |
12,210
+119
| +1% | +$1.01K | 0.07% | 131 |
|
|
2023
Q2 | $89.1K | Sell |
12,091
-282
| -2% | -$2.08K | 0.05% | 136 |
|
|
2023
Q1 | $79.1K | Sell |
12,373
-448
| -3% | -$2.86K | 0.05% | 131 |
|
|
2022
Q4 | $85.5K | Sell |
12,821
-705
| -5% | -$4.7K | 0.06% | 133 |
|
|
2022
Q3 | $60.9K | Hold |
13,526
| – | – | 0.04% | 117 |
|
|
2022
Q2 | $72.2K | Buy |
+13,526
| New | +$72.2K | 0.05% | 110 |
|