EverSource Wealth Advisors’s Mitsubishi UFJ Financial MUFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $439K | Buy |
|
|||||
|
2025
Q1 | $285K | Sell |
|
|||||
|
2024
Q4 | $372K | Buy |
|
|||||
|
2024
Q3 | $77.3K | Buy |
|
|||||
|
2024
Q2 | $77.5K | Buy |
|
|||||
|
2024
Q1 | $58.4K | Buy |
|
|||||
|
2023
Q4 | $31.4K | Buy |
|
|||||
|
2023
Q3 | $13.3K | Sell |
|
|||||
|
2023
Q2 | $13K | Buy |
|
|||||
|
2023
Q1 | $1.55K | Buy |
|
|||||
|
2022
Q4 | $1.16K | Hold |
|
|||||
|
2022
Q3 | $1K | Hold |
|
|||||
|
2022
Q2 | $1K | Hold |
|
|||||
|
2022
Q1 | $1K | Hold |
|
|||||
|
2021
Q4 | $1K | Buy |
|