Cetera Trust Company’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 | $453K | Buy |
33,020
+800
| +2% | +$11K | 0.27% | 70 |
|
|
2025
Q1 | $439K | Sell |
32,220
-575
| -2% | -$7.84K | 0.28% | 62 |
|
|
2024
Q4 | $384K | Sell |
32,795
-800
| -2% | -$9.38K | 0.25% | 66 |
|
|
2024
Q3 | $342K | Hold |
33,595
| – | – | 0.21% | 89 |
|
|
2024
Q2 | $363K | Hold |
33,595
| – | – | 0.23% | 76 |
|
|
2024
Q1 | $344K | Hold |
33,595
| – | – | 0.21% | 81 |
|
|
2023
Q4 | $289K | Buy |
+33,595
| New | +$289K | 0.18% | 102 |
|