Golden State 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 | $103K | Sell |
7,534
-1,920
| -20% | -$26.3K | 0.01% | 467 |
|
|
2025
Q1 | $129K | Hold |
9,454
| – | – | 0.02% | 399 |
|
|
2024
Q4 | $111K | Buy |
+9,454
| New | +$111K | 0.02% | 414 |
|
|
2020
Q4 | – | Sell |
-1,000
| Closed | -$4K | – | 353 |
|
|
2020
Q3 | $4K | Buy |
+1,000
| New | +$4K | ﹤0.01% | 420 |
|
|
2020
Q2 | – | Sell |
-1,000
| Closed | -$4K | – | 630 |
|
|
2020
Q1 | $4K | Buy |
+1,000
| New | +$4K | ﹤0.01% | 781 |
|
|
2019
Q4 | – | Sell |
-1,000
| Closed | -$5K | – | 605 |
|
|
2019
Q3 | $5K | Hold |
1,000
| – | – | ﹤0.01% | 861 |
|
|
2019
Q2 | $4K | Hold |
1,000
| – | – | ﹤0.01% | 905 |
|
|
2019
Q1 | $5K | Buy |
+1,000
| New | +$5K | ﹤0.01% | 906 |
|