Corient Private Wealth’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
$1.6M Sell
116,582
-2,143
-2% -$29.4K ﹤0.01% 1202
2025
Q1
$1.62M Sell
118,725
-1,633
-1% -$22.3K ﹤0.01% 1055
2024
Q4
$1.41M Buy
120,358
+5,783
+5% +$67.8K ﹤0.01% 1151
2024
Q3
$1.17M Sell
114,575
-4,997
-4% -$50.9K ﹤0.01% 1304
2024
Q2
$1.29M Sell
119,572
-29,066
-20% -$314K ﹤0.01% 1229
2024
Q1
$1.52M Sell
148,638
-11,668
-7% -$119K ﹤0.01% 1162
2023
Q4
$1.38M Buy
160,306
+14,285
+10% +$123K ﹤0.01% 1160
2023
Q3
$1.24M Sell
146,021
-57,317
-28% -$486K ﹤0.01% 1114
2023
Q2
$1.5M Buy
203,338
+7,623
+4% +$56.1K ﹤0.01% 1000
2023
Q1
$1.25M Buy
195,715
+96,254
+97% +$615K ﹤0.01% 1004
2022
Q4
$663K Buy
+99,461
New +$663K ﹤0.01% 1048