EverSource Wealth Advisors’s Mitsubishi UFJ Financial MUFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $439K | Buy |
31,996
+11,078
| +53% | +$152K | 0.02% | 509 |
|
|
2025
Q1 | $285K | Sell |
20,918
-10,810
| -34% | -$147K | 0.02% | 542 |
|
|
2024
Q4 | $372K | Buy |
31,728
+24,138
| +318% | +$283K | 0.02% | 446 |
|
|
2024
Q3 | $77.3K | Buy |
7,590
+916
| +14% | +$9.32K | ﹤0.01% | 883 |
|
|
2024
Q2 | $77.5K | Buy |
6,674
+804
| +14% | +$9.34K | 0.01% | 904 |
|
|
2024
Q1 | $58.4K | Buy |
5,870
+2,222
| +61% | +$22.1K | ﹤0.01% | 912 |
|
|
2023
Q4 | $31.4K | Buy |
3,648
+2,082
| +133% | +$17.9K | ﹤0.01% | 1072 |
|
|
2023
Q3 | $13.3K | Sell |
1,566
-193
| -11% | -$1.64K | ﹤0.01% | 1295 |
|
|
2023
Q2 | $13K | Buy |
1,759
+1,517
| +627% | +$11.2K | ﹤0.01% | 1329 |
|
|
2023
Q1 | $1.55K | Buy |
242
+68
| +39% | +$435 | ﹤0.01% | 2014 |
|
|
2022
Q4 | $1.16K | Hold |
174
| – | – | ﹤0.01% | 2048 |
|
|
2022
Q3 | $1K | Hold |
174
| – | – | ﹤0.01% | 1853 |
|
|
2022
Q2 | $1K | Hold |
174
| – | – | ﹤0.01% | 1649 |
|
|
2022
Q1 | $1K | Hold |
174
| – | – | ﹤0.01% | 1652 |
|
|
2021
Q4 | $1K | Buy |
+174
| New | +$1K | ﹤0.01% | 1713 |
|