CAPTRUST Financial 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 | $1.23M | Sell |
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|
2025
Q1 | $1.23M | Buy |
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|
2024
Q4 | $493K | Sell |
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|
2024
Q3 | $891K | Buy |
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|
2024
Q2 | $833K | Buy |
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|
2024
Q1 | $700K | Sell |
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|
2023
Q4 | $702K | Buy |
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|
2023
Q3 | $663K | Buy |
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|
2023
Q2 | $475K | Buy |
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|
2023
Q1 | $410K | Buy |
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|
2022
Q4 | $368K | Buy |
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|
2022
Q3 | $142K | Sell |
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|
2022
Q2 | $310K | Buy |
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|
2022
Q1 | $176K | Sell |
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|
2021
Q4 | $176K | Buy |
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|
2021
Q3 | $149K | Hold |
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|
2021
Q2 | $136K | Sell |
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|
2021
Q1 | $136K | Buy |
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|
2020
Q4 | $99K | Buy |
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|
2020
Q3 | $30K | Buy |
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|
2020
Q2 | $5K | Buy |
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