Fidelis Capital Partners’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 | $147K | Sell |
10,415
-129
| -1% | -$1.82K | 0.01% | 435 |
|
2025
Q1 | $129K | Buy |
+10,544
| New | +$129K | 0.01% | 416 |
|
2024
Q4 | – | Sell |
-17,310
| Closed | -$177K | – | 449 |
|
2024
Q3 | $177K | Sell |
17,310
-48
| -0.3% | -$490 | 0.02% | 401 |
|
2024
Q2 | $163K | Buy |
17,358
+79
| +0.5% | +$742 | 0.02% | 366 |
|
2024
Q1 | $177K | Buy |
17,279
+2,228
| +15% | +$22.8K | 0.03% | 358 |
|
2023
Q4 | $130K | Buy |
15,051
+4,841
| +47% | +$41.7K | 0.03% | 317 |
|
2023
Q3 | $86.7K | Buy |
+10,210
| New | +$86.7K | 0.03% | 264 |
|