Evergreen Capital Management’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 | $1.59M | Buy |
115,831
+28,820
| +33% | +$395K | 0.05% | 293 |
|
|
2025
Q1 | $1.19M | Buy |
87,011
+796
| +0.9% | +$10.8K | 0.04% | 308 |
|
|
2024
Q4 | $1.01M | Buy |
86,215
+18,764
| +28% | +$220K | 0.03% | 334 |
|
|
2024
Q3 | $687K | Buy |
67,451
+3,423
| +5% | +$34.8K | 0.02% | 411 |
|
|
2024
Q2 | $692K | Buy |
64,028
+4,633
| +8% | +$50K | 0.03% | 383 |
|
|
2024
Q1 | $608K | Buy |
59,395
+582
| +1% | +$5.95K | 0.02% | 399 |
|
|
2023
Q4 | $506K | Sell |
58,813
-2,487
| -4% | -$21.4K | 0.02% | 422 |
|
|
2023
Q3 | $520K | Buy |
61,300
+825
| +1% | +$7K | 0.02% | 381 |
|
|
2023
Q2 | $446K | Buy |
60,475
+15,199
| +34% | +$112K | 0.02% | 421 |
|
|
2023
Q1 | $289K | Buy |
45,276
+2,430
| +6% | +$15.5K | 0.01% | 525 |
|
|
2022
Q4 | $286K | Sell |
42,846
-16
| -0% | -$107 | 0.01% | 502 |
|
|
2022
Q3 | $193K | Sell |
42,862
-7,240
| -14% | -$32.6K | 0.01% | 571 |
|
|
2022
Q2 | $267K | Buy |
50,102
+24,498
| +96% | +$131K | 0.01% | 452 |
|
|
2022
Q1 | $158K | Buy |
25,604
+9,006
| +54% | +$55.6K | 0.01% | 633 |
|
|
2021
Q4 | $91K | Sell |
16,598
-5,045
| -23% | -$27.7K | ﹤0.01% | 619 |
|
|
2021
Q3 | $128K | Buy |
21,643
+1,312
| +6% | +$7.76K | 0.01% | 562 |
|
|
2021
Q2 | $110K | Buy |
20,331
+5,924
| +41% | +$32.1K | 0.01% | 522 |
|
|
2021
Q1 | $78K | Buy |
14,407
+53
| +0.4% | +$287 | ﹤0.01% | 499 |
|
|
2020
Q4 | $64K | Buy |
14,354
+2,440
| +20% | +$10.9K | ﹤0.01% | 442 |
|
|
2020
Q3 | $48K | Buy |
+11,914
| New | +$48K | ﹤0.01% | 418 |
|
|
2020
Q2 | – | Sell |
-32,907
| Closed | -$120K | – | 411 |
|
|
2020
Q1 | $120K | Sell |
32,907
-25,639
| -44% | -$93.5K | 0.01% | 347 |
|
|
2019
Q4 | $318K | Sell |
58,546
-3,981
| -6% | -$21.6K | 0.03% | 336 |
|
|
2019
Q3 | $318K | Buy |
62,527
+29,933
| +92% | +$152K | 0.03% | 301 |
|
|
2019
Q2 | $155K | Buy |
32,594
+2,703
| +9% | +$12.9K | 0.01% | 409 |
|
|
2019
Q1 | $148K | Buy |
29,891
+4,354
| +17% | +$21.6K | 0.01% | 376 |
|
|
2018
Q4 | $124K | Sell |
25,537
-7,984
| -24% | -$38.8K | 0.01% | 358 |
|
|
2018
Q3 | $207K | Buy |
+33,521
| New | +$207K | 0.02% | 358 |
|
|
2018
Q2 | – | Sell |
-24,352
| Closed | -$162K | – | 389 |
|
|
2018
Q1 | $162K | Buy |
+24,352
| New | +$162K | 0.02% | 347 |
|