Cottonwood Capital Advisors’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 | $196K | Sell |
14,292
-857
| -6% | -$11.8K | 0.13% | 130 |
|
|
2025
Q1 | $206K | Sell |
15,149
-978
| -6% | -$13.3K | 0.15% | 118 |
|
|
2024
Q4 | $189K | Buy |
16,127
+2,233
| +16% | +$26.2K | 0.14% | 128 |
|
|
2024
Q3 | $141K | Hold |
13,894
| – | – | 0.1% | 120 |
|
|
2024
Q2 | $154K | Hold |
13,894
| – | – | 0.12% | 112 |
|
|
2024
Q1 | $138K | Hold |
13,894
| – | – | 0.11% | 119 |
|
|
2023
Q4 | $120K | Buy |
+13,894
| New | +$120K | 0.1% | 119 |
|