Geneos Wealth 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 | $77.7K | Sell |
5,661
-5,003
| -47% | -$68.6K | ﹤0.01% | 1358 |
|
|
2025
Q1 | $145K | Buy |
10,664
+9,277
| +669% | +$126K | ﹤0.01% | 1376 |
|
|
2024
Q4 | $16.3K | Buy |
+1,387
| New | +$16.3K | ﹤0.01% | 1827 |
|
|
2018
Q3 | – | Sell |
-1,152
| Closed | -$6K | – | 2437 |
|
|
2018
Q2 | $6K | Buy |
+1,152
| New | +$6K | ﹤0.01% | 1878 |
|
|
2016
Q4 | – | Sell |
-65,650
| Closed | -$331K | – | 2075 |
|
|
2016
Q3 | $331K | Buy |
+65,650
| New | +$331K | 0.04% | 333 |
|