Forum Financial 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 | $4.42M | Sell |
322,044
-35,517
| -10% | -$487K | 0.07% | 62 |
|
|
2025
Q1 | $4.87M | Hold |
357,561
| – | – | 0.08% | 55 |
|
|
2024
Q4 | $4.19M | Buy |
357,561
+19,122
| +6% | +$224K | 0.07% | 61 |
|
|
2024
Q3 | $3.45M | Hold |
338,439
| – | – | 0.06% | 64 |
|
|
2024
Q2 | $3.66M | Hold |
338,439
| – | – | 0.07% | 55 |
|
|
2024
Q1 | $3.46M | Buy |
338,439
+6,723
| +2% | +$68.8K | 0.06% | 74 |
|
|
2023
Q4 | $2.86M | Buy |
331,716
+32,700
| +11% | +$282K | 0.05% | 72 |
|
|
2023
Q3 | $2.54M | Hold |
299,016
| – | – | 0.06% | 69 |
|
|
2023
Q2 | $2.2M | Hold |
299,016
| – | – | 0.05% | 79 |
|
|
2023
Q1 | $1.91M | Buy |
299,016
+800
| +0.3% | +$5.11K | 0.06% | 81 |
|
|
2022
Q4 | $1.99M | Hold |
298,216
| – | – | 0.07% | 71 |
|
|
2022
Q3 | $1.34M | Hold |
298,216
| – | – | 0.06% | 84 |
|
|
2022
Q2 | $1.59M | Hold |
298,216
| – | – | 0.08% | 79 |
|
|
2022
Q1 | $1.85M | Hold |
298,216
| – | – | 0.09% | 69 |
|
|
2021
Q4 | $1.63M | Buy |
+298,216
| New | +$1.63M | 0.08% | 76 |
|