Confluence Investment Management’s Mitsubishi UFJ Financial MUFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.32M | Buy |
96,217
+4,070
| +4% | +$55.8K | 0.02% | 189 |
|
|
2025
Q1 | $1.26M | Sell |
92,147
-852
| -0.9% | -$11.6K | 0.02% | 190 |
|
|
2024
Q4 | $1.09M | Buy |
92,999
+216
| +0.2% | +$2.53K | 0.02% | 195 |
|
|
2024
Q3 | $945K | Sell |
92,783
-3,277
| -3% | -$33.4K | 0.01% | 209 |
|
|
2024
Q2 | $1.04M | Buy |
96,060
+3,904
| +4% | +$42.2K | 0.02% | 200 |
|
|
2024
Q1 | $943K | Buy |
92,156
+1,065
| +1% | +$10.9K | 0.01% | 201 |
|
|
2023
Q4 | $784K | Sell |
91,091
-4,103
| -4% | -$35.3K | 0.01% | 210 |
|
|
2023
Q3 | $808K | Buy |
+95,194
| New | +$808K | 0.01% | 200 |
|
|
2020
Q2 | – | Sell |
-141,100
| Closed | -$516K | – | 301 |
|
|
2020
Q1 | $516K | Sell |
141,100
-11,663
| -8% | -$42.7K | 0.01% | 234 |
|
|
2019
Q4 | $726K | Buy |
152,763
+6,409
| +4% | +$30.5K | 0.01% | 220 |
|
|
2019
Q3 | $743K | Sell |
146,354
-6,409
| -4% | -$32.5K | 0.01% | 222 |
|
|
2019
Q2 | $726K | Buy |
152,763
+3,531
| +2% | +$16.8K | 0.01% | 220 |
|
|
2019
Q1 | $739K | Sell |
149,232
-17,458
| -10% | -$86.5K | 0.01% | 217 |
|
|
2018
Q4 | $812K | Sell |
166,690
-16,668
| -9% | -$81.2K | 0.02% | 220 |
|
|
2018
Q3 | $1.14M | Sell |
183,358
-44,824
| -20% | -$277K | 0.02% | 211 |
|
|
2018
Q2 | $1.29M | Buy |
+228,182
| New | +$1.29M | 0.02% | 205 |
|