Global Retirement 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 | $83.2K | Buy |
+6,067
| New | +$83.2K | ﹤0.01% | 1515 |
|
|
2024
Q4 | $47.6K | Sell |
4,060
-1,055
| -21% | -$12.4K | ﹤0.01% | 1640 |
|
|
2024
Q3 | $52.1K | Buy |
5,115
+179
| +4% | +$1.82K | ﹤0.01% | 1538 |
|
|
2024
Q2 | $53.3K | Sell |
4,936
-3,736
| -43% | -$40.3K | ﹤0.01% | 1506 |
|
|
2024
Q1 | $88.7K | Sell |
8,672
-350
| -4% | -$3.58K | ﹤0.01% | 1137 |
|
|
2023
Q4 | $79.4K | Buy |
9,022
+834
| +10% | +$7.34K | ﹤0.01% | 1160 |
|
|
2023
Q3 | $66.6K | Sell |
8,188
-471
| -5% | -$3.83K | ﹤0.01% | 1124 |
|
|
2023
Q2 | $63.8K | Buy |
8,659
+157
| +2% | +$1.16K | ﹤0.01% | 1151 |
|
|
2023
Q1 | $51.6K | Buy |
8,502
+6,719
| +377% | +$40.8K | ﹤0.01% | 1221 |
|
|
2022
Q4 | $11.9K | Buy |
1,783
+413
| +30% | +$2.76K | ﹤0.01% | 1709 |
|
|
2022
Q3 | $6K | Sell |
1,370
-571
| -29% | -$2.5K | ﹤0.01% | 1876 |
|
|
2022
Q2 | $10K | Sell |
1,941
-241
| -11% | -$1.24K | ﹤0.01% | 1637 |
|
|
2022
Q1 | $13K | Buy |
+2,182
| New | +$13K | ﹤0.01% | 1522 |
|
|
2021
Q4 | – | Sell |
-1,607
| Closed | -$10K | – | 1228 |
|
|
2021
Q3 | $10K | Buy |
1,607
+1,092
| +212% | +$6.8K | ﹤0.01% | 1420 |
|
|
2021
Q2 | $3K | Hold |
515
| – | – | ﹤0.01% | 1678 |
|
|
2021
Q1 | $3K | Hold |
515
| – | – | ﹤0.01% | 1588 |
|
|
2020
Q4 | $2K | Hold |
515
| – | – | ﹤0.01% | 1610 |
|
|
2020
Q3 | $2K | Hold |
515
| – | – | ﹤0.01% | 1490 |
|
|
2020
Q2 | $2K | Sell |
515
-1,460
| -74% | -$5.67K | ﹤0.01% | 1466 |
|
|
2020
Q1 | $7K | Sell |
1,975
-968
| -33% | -$3.43K | ﹤0.01% | 1138 |
|
|
2019
Q4 | $16K | Buy |
2,943
+152
| +5% | +$826 | ﹤0.01% | 1020 |
|
|
2019
Q3 | $14K | Buy |
2,791
+1,115
| +67% | +$5.59K | ﹤0.01% | 1032 |
|
|
2019
Q2 | $8K | Buy |
+1,676
| New | +$8K | ﹤0.01% | 1167 |
|